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Chicago Partners Investment Group LLC: XMMO position timeline

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

Chicago Partners Investment Group LLC held 31,451 XMMO 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 31,451 shares
    Change vs previous 13F +2,219 shares

    0.1% of the 13F portfolio, value $5,107,583.

    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 29,232 shares
    Change vs previous 13F +6,413 shares

    0.1% of the 13F portfolio, value $4,614,629.

    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 22,819 shares
    Change vs previous 13F +9,056 shares

    0.08% of the 13F portfolio, value $3,226,135.

    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 13,763 shares
    Change vs previous 13F +7,221 shares

    0.05% of the 13F portfolio, value $1,890,567.

    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 6,542 shares
    Change vs previous 13F +1,522 shares

    0.02% of the 13F portfolio, value $856,806.

    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 5,020 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $599,589.

    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).