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Disclosery

Chicago Partners Investment Group LLC: SPY position timeline

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

Chicago Partners Investment Group LLC held 84,325 SPY 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 84,325 shares
    Change vs previous 13F +6,175 shares

    1.25% of the 13F portfolio, value $62,246,709.

    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 78,150 shares
    Change vs previous 13F +1,219 shares

    1.24% of the 13F portfolio, value $55,581,003.

    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 76,931 shares
    Change vs previous 13F +685 shares

    1.31% of the 13F portfolio, value $53,023,239.

    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 76,246 shares
    Change vs previous 13F -6,268 shares

    1.37% of the 13F portfolio, value $52,385,265.

    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 82,514 shares
    Change vs previous 13F -314 shares

    1.51% of the 13F portfolio, value $52,331,469.

    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 82,828 shares
    Change vs previous 13F -1,990 shares

    1.55% of the 13F portfolio, value $46,478,863.

    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 84,818 shares
    Change vs previous 13F -1,297 shares

    1.66% of the 13F portfolio, value $49,999,627.

    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 86,115 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $49,773,466.

    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).