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Disclosery

Chicago Partners Investment Group LLC: TREX position timeline

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

Chicago Partners Investment Group LLC held 21,621 TREX 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 21,621 shares
    Change vs previous 13F +11,637 shares

    0.02% of the 13F portfolio, value $916,298.

    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 9,984 shares
    Change vs previous 13F +821 shares

    0.01% of the 13F portfolio, value $418,230.

    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 9,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,886.

    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).