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Chicago Partners Investment Group LLC: TIP position timeline

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

Chicago Partners Investment Group LLC held 47,845 TIP 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 47,845 shares
    Change vs previous 13F +2,424 shares

    0.1% of the 13F portfolio, value $5,142,834.

    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 45,421 shares
    Change vs previous 13F +17,821 shares

    0.11% of the 13F portfolio, value $5,059,431.

    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 27,600 shares
    Change vs previous 13F +797 shares

    0.08% of the 13F portfolio, value $3,042,297.

    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 26,803 shares
    Change vs previous 13F +675 shares

    0.08% of the 13F portfolio, value $3,002,750.

    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 26,128 shares
    Change vs previous 13F +8,474 shares

    0.08% of the 13F portfolio, value $2,864,988.

    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 17,654 shares
    Change vs previous 13F +9,220 shares

    0.06% of the 13F portfolio, value $1,930,828.

    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 8,434 shares
    Change vs previous 13F +1,675 shares

    0.03% of the 13F portfolio, value $899,073.

    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 6,759 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $732,986.

    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).