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Disclosery

Chicago Partners Investment Group LLC: OWL position timeline

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

Chicago Partners Investment Group LLC held 587,113 OWL 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 587,113 shares
    Change vs previous 13F -12,394 shares

    0.11% of the 13F portfolio, value $5,407,315.

    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 599,507 shares
    Change vs previous 13F +13,798 shares

    0.13% of the 13F portfolio, value $5,947,105.

    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 585,709 shares
    Change vs previous 13F -36,339 shares

    0.22% of the 13F portfolio, value $8,867,641.

    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 622,048 shares
    Change vs previous 13F +20,280 shares

    0.27% of the 13F portfolio, value $10,282,456.

    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 601,768 shares
    Change vs previous 13F +45,261 shares

    0.35% of the 13F portfolio, value $12,288,106.

    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 556,507 shares
    Change vs previous 13F +88,085 shares

    0.33% of the 13F portfolio, value $10,067,218.

    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 468,422 shares
    Change vs previous 13F +87,975 shares

    0.36% of the 13F portfolio, value $10,886,138.

    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 380,447 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,769,296.

    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).