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Chicago Partners Investment Group LLC: XEVVX position timeline

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

Chicago Partners Investment Group LLC held 1,043,303 XEVVX 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 1,043,303 shares
    Change vs previous 13F -20,874 shares

    0.19% of the 13F portfolio, value $9,504,492.

    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 1,064,177 shares
    Change vs previous 13F +13,216 shares

    0.23% of the 13F portfolio, value $10,152,244.

    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 1,050,961 shares
    Change vs previous 13F +13,637 shares

    0.26% of the 13F portfolio, value $10,415,021.

    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 1,037,324 shares
    Change vs previous 13F +6,580 shares

    0.27% of the 13F portfolio, value $10,456,226.

    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 1,030,744 shares
    Change vs previous 13F +46,455 shares

    0.3% of the 13F portfolio, value $10,410,513.

    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 984,289 shares
    Change vs previous 13F +62,872 shares

    0.32% of the 13F portfolio, value $9,764,147.

    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 921,417 shares
    Change vs previous 13F +17,303 shares

    0.31% of the 13F portfolio, value $9,278,666.

    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 904,114 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,303,333.

    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).