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Disclosery

Chicago Partners Investment Group LLC: PCTY position timeline

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

Chicago Partners Investment Group LLC held 15,781 PCTY 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 15,781 shares
    Change vs previous 13F +5,687 shares

    0.04% of the 13F portfolio, value $1,903,189.

    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 10,094 shares
    Change vs previous 13F +4,082 shares

    0.02% of the 13F portfolio, value $1,051,088.

    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 6,012 shares
    Change vs previous 13F +2,006 shares

    0.02% of the 13F portfolio, value $876,910.

    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 4,006 shares
    Change vs previous 13F +638 shares

    0.02% of the 13F portfolio, value $598,096.

    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 3,368 shares
    Change vs previous 13F +259 shares

    0.02% of the 13F portfolio, value $628,233.

    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 3,109 shares
    Change vs previous 13F +917 shares

    0.02% of the 13F portfolio, value $570,812.

    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 2,192 shares
    Change vs previous 13F -90 shares

    0.01% of the 13F portfolio, value $426,256.

    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 2,282 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $395,151.

    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).