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Disclosery

Chicago Partners Investment Group LLC: SGOV position timeline

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

Chicago Partners Investment Group LLC held 19,597 SGOV 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 19,597 shares
    Change vs previous 13F +8,657 shares

    0.04% of the 13F portfolio, value $1,971,639.

    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 10,940 shares
    Change vs previous 13F +2,909 shares

    0.02% of the 13F portfolio, value $1,100,528.

    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 8,031 shares
    Change vs previous 13F +2,401 shares

    0.02% of the 13F portfolio, value $807,969.

    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 5,630 shares
    Change vs previous 13F +516 shares

    0.01% of the 13F portfolio, value $566,775.

    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 5,114 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $514,612.

    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 4,940 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $496,028.

    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).