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Disclosery

Chicago Partners Investment Group LLC: PDI position timeline

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

Chicago Partners Investment Group LLC held 26,764 PDI 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 26,764 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $430,367.

    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 27,237 shares
    Change vs previous 13F +6,826 shares

    0.01% of the 13F portfolio, value $475,010.

    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 20,411 shares
    Change vs previous 13F +4,240 shares

    0.01% of the 13F portfolio, value $370,663.

    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 16,171 shares
    Change vs previous 13F -1,688 shares

    0.01% of the 13F portfolio, value $292,702.

    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 17,859 shares
    Change vs previous 13F +1,040 shares

    0.01% of the 13F portfolio, value $342,005.

    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 16,819 shares
    Change vs previous 13F -357 shares

    0.01% of the 13F portfolio, value $317,034.

    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 17,176 shares
    Change vs previous 13F -2,450 shares

    0.01% of the 13F portfolio, value $322,902.

    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 19,626 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $384,858.

    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).