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Chicago Partners Investment Group LLC: PWR position timeline

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

Chicago Partners Investment Group LLC held 5,951 PWR 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 5,951 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $3,890,943.

    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 5,980 shares
    Change vs previous 13F +21 shares

    0.08% of the 13F portfolio, value $3,670,324.

    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 5,959 shares
    Change vs previous 13F -1,237 shares

    0.07% of the 13F portfolio, value $2,793,284.

    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 7,196 shares
    Change vs previous 13F +147 shares

    0.08% of the 13F portfolio, value $3,163,006.

    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 7,049 shares
    Change vs previous 13F +105 shares

    0.08% of the 13F portfolio, value $2,855,482.

    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 6,944 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $2,246,898.

    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 6,901 shares
    Change vs previous 13F -3,343 shares

    0.07% of the 13F portfolio, value $2,154,389.

    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 10,244 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,141,016.

    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).