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Chicago Partners Investment Group LLC: XLE position timeline

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

Chicago Partners Investment Group LLC held 18,686 XLE 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 18,686 shares
    Change vs previous 13F -2,168 shares

    0.02% of the 13F portfolio, value $1,109,551.

    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 20,854 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $1,179,063.

    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 21,019 shares
    Change vs previous 13F +9,618 shares

    0.03% of the 13F portfolio, value $1,033,947.

    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 11,401 shares
    Change vs previous 13F -421 shares

    0.03% of the 13F portfolio, value $995,955.

    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 11,822 shares
    Change vs previous 13F -2,823 shares

    0.03% of the 13F portfolio, value $1,026,232.

    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 14,645 shares
    Change vs previous 13F -805 shares

    0.04% of the 13F portfolio, value $1,179,694.

    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 15,450 shares
    Change vs previous 13F +336 shares

    0.05% of the 13F portfolio, value $1,360,038.

    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 15,114 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,357,351.

    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).