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Chicago Partners Investment Group LLC: OBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chicago Partners Investment Group LLC on OBDC, newest first. How the timeline and the estimate are built.

Chicago Partners Investment Group LLC held 532,185 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 532,185 shares
    Change vs previous 13F -6,560 shares

    0.11% of the 13F portfolio, value $5,694,382.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 538,745 shares
    Change vs previous 13F -9,337 shares

    0.14% of the 13F portfolio, value $6,254,830.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 548,082 shares
    Change vs previous 13F -27,197 shares

    0.17% of the 13F portfolio, value $6,840,065.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 575,279 shares
    Change vs previous 13F -13,373 shares

    0.2% of the 13F portfolio, value $7,616,698.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 588,652 shares
    Change vs previous 13F +17,728 shares

    0.25% of the 13F portfolio, value $8,800,353.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 570,924 shares
    Change vs previous 13F +23,966 shares

    0.26% of the 13F portfolio, value $7,827,368.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 546,958 shares
    Change vs previous 13F +8,447 shares

    0.27% of the 13F portfolio, value $8,073,098.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 538,511 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,126,134.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).