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Chicago Partners Investment Group LLC: PEP position timeline

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

Chicago Partners Investment Group LLC held 24,019 PEP 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 24,019 shares
    Change vs previous 13F -5,422 shares

    0.06% of the 13F portfolio, value $3,241,414.

    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 29,441 shares
    Change vs previous 13F +7,152 shares

    0.1% of the 13F portfolio, value $4,527,781.

    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 22,289 shares
    Change vs previous 13F -354 shares

    0.08% of the 13F portfolio, value $3,222,547.

    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 22,643 shares
    Change vs previous 13F +2,374 shares

    0.09% of the 13F portfolio, value $3,399,218.

    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 20,269 shares
    Change vs previous 13F +3,374 shares

    0.09% of the 13F portfolio, value $2,952,329.

    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 16,895 shares
    Change vs previous 13F +1,802 shares

    0.07% of the 13F portfolio, value $2,228,703.

    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 15,093 shares
    Change vs previous 13F +807 shares

    0.07% of the 13F portfolio, value $2,211,717.

    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 14,286 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,470,800.

    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).