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Chicago Partners Investment Group LLC: T position timeline

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

Chicago Partners Investment Group LLC held 66,868 T 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 66,868 shares
    Change vs previous 13F -3,893 shares

    0.03% of the 13F portfolio, value $1,535,293.

    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 70,761 shares
    Change vs previous 13F +6,080 shares

    0.04% of the 13F portfolio, value $1,838,373.

    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 64,681 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $1,525,830.

    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 64,380 shares
    Change vs previous 13F +475 shares

    0.04% of the 13F portfolio, value $1,654,566.

    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 63,905 shares
    Change vs previous 13F +566 shares

    0.05% of the 13F portfolio, value $1,773,358.

    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 63,339 shares
    Change vs previous 13F +4,391 shares

    0.06% of the 13F portfolio, value $1,779,821.

    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 58,948 shares
    Change vs previous 13F +2,792 shares

    0.04% of the 13F portfolio, value $1,307,475.

    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 56,156 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,262,953.

    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).