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Chicago Partners Investment Group LLC: ZION position timeline

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

Chicago Partners Investment Group LLC held 19,700 ZION 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 19,700 shares
    Change vs previous 13F +2,081 shares

    0.03% of the 13F portfolio, value $1,362,486.

    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 17,619 shares
    Change vs previous 13F +3,917 shares

    0.02% of the 13F portfolio, value $1,091,341.

    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 13,702 shares
    Change vs previous 13F +2,752 shares

    0.02% of the 13F portfolio, value $809,525.

    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 10,950 shares
    Change vs previous 13F +2,463 shares

    0.01% of the 13F portfolio, value $572,028.

    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 8,487 shares
    Change vs previous 13F +1,100 shares

    0.01% of the 13F portfolio, value $479,845.

    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 7,387 shares
    Change vs previous 13F +2,135 shares

    0.01% of the 13F portfolio, value $335,279.

    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 5,252 shares
    Change vs previous 13F +343 shares

    0.01% of the 13F portfolio, value $288,204.

    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 4,909 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,745.

    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).