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Chicago Partners Investment Group LLC: PSFF position timeline

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

Chicago Partners Investment Group LLC held 61,741 PSFF 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 61,741 shares
    Change vs previous 13F -4,398 shares

    0.04% of the 13F portfolio, value $2,110,300.

    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 66,139 shares
    Change vs previous 13F -5,084 shares

    0.05% of the 13F portfolio, value $2,213,004.

    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 71,223 shares
    Change vs previous 13F +854 shares

    0.06% of the 13F portfolio, value $2,318,301.

    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 70,369 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,246,678.

    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 70,369 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,168,738.

    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 70,369 shares
    Change vs previous 13F -14,611 shares

    0.07% of the 13F portfolio, value $2,011,843.

    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 84,980 shares
    Change vs previous 13F -17,005 shares

    0.08% of the 13F portfolio, value $2,497,562.

    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 101,985 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,942,267.

    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).