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Chicago Partners Investment Group LLC: SOXX position timeline

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

Chicago Partners Investment Group LLC held 3,986 SOXX 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 3,986 shares
    Change vs previous 13F -751 shares

    0.04% of the 13F portfolio, value $2,197,013.

    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 4,737 shares
    Change vs previous 13F -1,578 shares

    0.05% of the 13F portfolio, value $2,045,197.

    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 6,315 shares
    Change vs previous 13F +2,016 shares

    0.05% of the 13F portfolio, value $2,176,820.

    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 4,299 shares
    Change vs previous 13F +422 shares

    0.03% of the 13F portfolio, value $1,308,836.

    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 3,877 shares
    Change vs previous 13F -1,069 shares

    0.03% of the 13F portfolio, value $938,568.

    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 4,946 shares
    Change vs previous 13F -1,256 shares

    0.03% of the 13F portfolio, value $939,899.

    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 6,202 shares
    Change vs previous 13F +5,245 shares

    0.05% of the 13F portfolio, value $1,386,336.

    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 957 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,374.

    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).