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Chicago Partners Investment Group LLC: PM position timeline

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

Chicago Partners Investment Group LLC held 16,436 PM 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 16,436 shares
    Change vs previous 13F +1,362 shares

    0.06% of the 13F portfolio, value $3,141,159.

    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 15,074 shares
    Change vs previous 13F +1,421 shares

    0.06% of the 13F portfolio, value $2,471,359.

    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 13,653 shares
    Change vs previous 13F +1,206 shares

    0.06% of the 13F portfolio, value $2,362,293.

    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 12,447 shares
    Change vs previous 13F -860 shares

    0.05% of the 13F portfolio, value $1,864,740.

    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 13,307 shares
    Change vs previous 13F +915 shares

    0.06% of the 13F portfolio, value $2,191,203.

    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 12,392 shares
    Change vs previous 13F -326 shares

    0.07% of the 13F portfolio, value $2,172,995.

    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 12,718 shares
    Change vs previous 13F +4,244 shares

    0.05% of the 13F portfolio, value $1,549,780.

    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 8,474 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,113,532.

    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).