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Disclosery

Chicago Partners Investment Group LLC: WMS position timeline

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

Chicago Partners Investment Group LLC held 2,278 WMS 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 2,278 shares
    Change vs previous 13F +713 shares

    0.01% of the 13F portfolio, value $319,984.

    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 1,565 shares
    Change vs previous 13F -551 shares

    0.01% of the 13F portfolio, value $240,744.

    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 2,116 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $323,952.

    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).