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Chicago Partners Investment Group LLC: VIG position timeline

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

Chicago Partners Investment Group LLC held 40,106 VIG 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 40,106 shares
    Change vs previous 13F +1,794 shares

    0.19% of the 13F portfolio, value $9,515,146.

    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 38,312 shares
    Change vs previous 13F -2,677 shares

    0.19% of the 13F portfolio, value $8,699,999.

    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 40,989 shares
    Change vs previous 13F +3,400 shares

    0.23% of the 13F portfolio, value $9,146,292.

    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 37,589 shares
    Change vs previous 13F +1,490 shares

    0.22% of the 13F portfolio, value $8,252,655.

    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 36,099 shares
    Change vs previous 13F +587 shares

    0.22% of the 13F portfolio, value $7,520,088.

    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 35,512 shares
    Change vs previous 13F +20,191 shares

    0.23% of the 13F portfolio, value $6,818,257.

    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 15,321 shares
    Change vs previous 13F +52 shares

    0.1% of the 13F portfolio, value $2,999,956.

    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 15,269 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,030,813.

    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).