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Chicago Partners Investment Group LLC: PAA position timeline

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

Chicago Partners Investment Group LLC held 217,769 PAA 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 217,769 shares
    Change vs previous 13F +12,546 shares

    0.11% of the 13F portfolio, value $5,376,712.

    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 205,223 shares
    Change vs previous 13F +146 shares

    0.1% of the 13F portfolio, value $4,350,725.

    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 205,077 shares
    Change vs previous 13F -6,040 shares

    0.1% of the 13F portfolio, value $3,935,427.

    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 211,117 shares
    Change vs previous 13F -1,229 shares

    0.09% of the 13F portfolio, value $3,561,550.

    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 212,346 shares
    Change vs previous 13F -2,563 shares

    0.11% of the 13F portfolio, value $3,968,756.

    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 214,909 shares
    Change vs previous 13F -284 shares

    0.12% of the 13F portfolio, value $3,591,129.

    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 215,193 shares
    Change vs previous 13F +1,807 shares

    0.13% of the 13F portfolio, value $4,030,560.

    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 213,386 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,640,365.

    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).