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Disclosery

Chicago Partners Investment Group LLC: SCHH position timeline

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

Chicago Partners Investment Group LLC held 44,562 SCHH 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 44,562 shares
    Change vs previous 13F +319 shares

    0.02% of the 13F portfolio, value $1,084,638.

    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 44,243 shares
    Change vs previous 13F -2,193 shares

    0.02% of the 13F portfolio, value $1,010,065.

    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 46,436 shares
    Change vs previous 13F -6,391 shares

    0.02% of the 13F portfolio, value $990,470.

    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 52,827 shares
    Change vs previous 13F +1,377 shares

    0.03% of the 13F portfolio, value $1,131,554.

    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 51,450 shares
    Change vs previous 13F -4,479 shares

    0.03% of the 13F portfolio, value $1,120,059.

    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 55,929 shares
    Change vs previous 13F -5,672 shares

    0.04% of the 13F portfolio, value $1,182,902.

    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 61,601 shares
    Change vs previous 13F -1,180 shares

    0.04% of the 13F portfolio, value $1,274,533.

    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 62,781 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,443,966.

    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).