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Chicago Partners Investment Group LLC: QUAL position timeline

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

Chicago Partners Investment Group LLC held 17,803 QUAL 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 17,803 shares
    Change vs previous 13F -747 shares

    0.08% of the 13F portfolio, value $3,845,451.

    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 18,550 shares
    Change vs previous 13F +6,357 shares

    0.09% of the 13F portfolio, value $3,842,971.

    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 12,193 shares
    Change vs previous 13F -396 shares

    0.06% of the 13F portfolio, value $2,471,350.

    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 12,589 shares
    Change vs previous 13F -316 shares

    0.07% of the 13F portfolio, value $2,506,832.

    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 12,905 shares
    Change vs previous 13F -222 shares

    0.07% of the 13F portfolio, value $2,403,514.

    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 13,127 shares
    Change vs previous 13F +306 shares

    0.07% of the 13F portfolio, value $2,244,278.

    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 12,821 shares
    Change vs previous 13F -386 shares

    0.08% of the 13F portfolio, value $2,294,833.

    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 13,207 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,375,320.

    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).