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Chicago Partners Investment Group LLC: PFXF position timeline

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

Chicago Partners Investment Group LLC held 99,969 PFXF 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 99,969 shares
    Change vs previous 13F -3,125 shares

    0.03% of the 13F portfolio, value $1,741,464.

    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 103,094 shares
    Change vs previous 13F +1,047 shares

    0.04% of the 13F portfolio, value $1,909,294.

    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 102,047 shares
    Change vs previous 13F -5,385 shares

    0.05% of the 13F portfolio, value $1,883,789.

    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 107,432 shares
    Change vs previous 13F +648 shares

    0.05% of the 13F portfolio, value $1,932,694.

    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 106,784 shares
    Change vs previous 13F +774 shares

    0.05% of the 13F portfolio, value $1,871,915.

    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 106,010 shares
    Change vs previous 13F +5,217 shares

    0.06% of the 13F portfolio, value $1,753,397.

    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 100,793 shares
    Change vs previous 13F +1,948 shares

    0.06% of the 13F portfolio, value $1,740,701.

    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 98,845 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,791,070.

    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).