Skip to content
Disclosery

Chicago Partners Investment Group LLC: PTLO position timeline

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

Chicago Partners Investment Group LLC held 263,381 PTLO 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 263,381 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,141,757.

    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 263,381 shares
    Change vs previous 13F +2,487 shares

    0.04% of the 13F portfolio, value $1,711,977.

    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 260,894 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $1,567,974.

    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 260,689 shares
    Change vs previous 13F -997 shares

    0.04% of the 13F portfolio, value $1,457,252.

    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 261,686 shares
    Change vs previous 13F -1,388 shares

    0.09% of the 13F portfolio, value $3,004,156.

    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 263,074 shares
    Change vs previous 13F -18,406 shares

    0.1% of the 13F portfolio, value $2,972,737.

    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 281,480 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,589,617.

    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).