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Chicago Partners Investment Group LLC: XC position timeline

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

Chicago Partners Investment Group LLC held 100,147 XC 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 100,147 shares
    Change vs previous 13F +1,384 shares

    0.06% of the 13F portfolio, value $3,125,480.

    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 98,763 shares
    Change vs previous 13F +1,603 shares

    0.07% of the 13F portfolio, value $3,243,364.

    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 97,160 shares
    Change vs previous 13F +4,164 shares

    0.08% of the 13F portfolio, value $3,276,247.

    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 92,996 shares
    Change vs previous 13F +378 shares

    0.09% of the 13F portfolio, value $3,303,431.

    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 92,618 shares
    Change vs previous 13F +69 shares

    0.09% of the 13F portfolio, value $3,195,342.

    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 92,549 shares
    Change vs previous 13F +1,123 shares

    0.1% of the 13F portfolio, value $2,909,736.

    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 91,426 shares
    Change vs previous 13F -17,336 shares

    0.09% of the 13F portfolio, value $2,848,951.

    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 108,762 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,542,657.

    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).