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Disclosery

Chicago Partners Investment Group LLC: USB position timeline

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

Chicago Partners Investment Group LLC held 25,829 USB 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 25,829 shares
    Change vs previous 13F -1,528 shares

    0.03% of the 13F portfolio, value $1,635,734.

    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 27,357 shares
    Change vs previous 13F +2,289 shares

    0.03% of the 13F portfolio, value $1,548,418.

    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 25,068 shares
    Change vs previous 13F +2,146 shares

    0.03% of the 13F portfolio, value $1,390,541.

    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 22,922 shares
    Change vs previous 13F +3,115 shares

    0.03% of the 13F portfolio, value $1,083,538.

    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 19,807 shares
    Change vs previous 13F +4,251 shares

    0.03% of the 13F portfolio, value $916,868.

    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 15,556 shares
    Change vs previous 13F +2,607 shares

    0.02% of the 13F portfolio, value $642,457.

    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 12,949 shares
    Change vs previous 13F +202 shares

    0.02% of the 13F portfolio, value $628,305.

    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 12,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $618,604.

    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).