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Chicago Partners Investment Group LLC: SUB position timeline

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

Chicago Partners Investment Group LLC held 14,318 SUB 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 14,318 shares
    Change vs previous 13F -3,341 shares

    0.03% of the 13F portfolio, value $1,513,955.

    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 17,659 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $1,883,894.

    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 17,633 shares
    Change vs previous 13F +3,349 shares

    0.05% of the 13F portfolio, value $1,889,024.

    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 14,284 shares
    Change vs previous 13F -186 shares

    0.04% of the 13F portfolio, value $1,520,782.

    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 14,470 shares
    Change vs previous 13F +332 shares

    0.04% of the 13F portfolio, value $1,541,187.

    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 14,138 shares
    Change vs previous 13F -4,100 shares

    0.05% of the 13F portfolio, value $1,490,853.

    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 18,238 shares
    Change vs previous 13F +2,231 shares

    0.06% of the 13F portfolio, value $1,924,090.

    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 16,007 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,688,539.

    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).