Current Market Value 3,469,509,147
Current Holdings 1095
Most Recent File Date 2025-07-29
Total Filings on Record 44
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Chicago Partners Investment Group LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-29 2025-06-30 13F-HR 1095 3,469,509
2025-05-09 2025-03-31 13F-HR 933 3,007,869
2025-01-24 2024-12-31 13F-HR 845 3,007,581
2024-10-29 2024-09-30 13F-HR 795 2,804,965
2024-07-31 2024-06-30 13F-HR 743 2,585,655
2024-04-25 2024-03-31 13F-HR 732 2,352,414
2024-02-23 2023-12-31 13F-HR 701 2,162,862
2023-10-26 2023-09-30 13F-HR 657 1,854,449
2023-08-08 2023-06-30 13F-HR 683 1,923,275
2023-04-26 2023-03-31 13F-HR 664 1,713,795
2023-02-09 2022-12-31 13F-HR 641 1,633,165
2022-11-09 2022-09-30 13F-HR 585 1,400,968
2022-08-04 2022-06-30 13F-HR 593 1,381,250
2022-05-20 2022-03-31 13F-HR 563 1,309,838
2022-02-15 2021-12-31 13F-HR 568 1,410,914
2021-11-12 2021-09-30 13F-HR 584 1,426,611
2021-08-02 2021-06-30 13F-HR/A 1 R 533 1,345,551
2021-08-02 2021-06-30 13F-HR 533 1,345,551
2021-04-28 2021-03-31 13F-HR 520 1,212,054
2021-01-27 2020-12-31 13F-HR 469 1,054,608
2020-11-06 2020-09-30 13F-HR 414 844,370
2020-07-31 2020-06-30 13F-HR 386 800,183
2020-04-22 2020-03-31 13F-HR 355 647,671
2020-01-24 2019-12-31 13F-HR 365 812,638
2019-10-31 2019-09-30 13F-HR 334 710,027
2019-07-24 2019-06-30 13F-HR 320 697,247
2019-04-22 2019-03-31 13F-HR 313 675,714
2019-01-11 2018-12-31 13F-HR 316 674,003
2018-11-05 2018-09-30 13F-HR 1080 671,780
2018-08-31 2018-06-30 13F-HR 966 644,250
2018-04-27 2018-03-31 13F-HR 930 583,223
2018-03-28 2017-12-31 13F-HR 876 611,538
2017-11-22 2017-09-30 13F-HR 962 585,700
2017-07-31 2017-06-30 13F-HR 638 383,270
2017-05-11 2017-03-31 13F-HR 547 353,241
2017-02-10 2016-12-31 13F-HR 543 274,367
2016-11-14 2016-09-30 13F-HR 504 251,754
2016-08-08 2016-06-30 13F-HR 452 207,681
2016-04-26 2016-03-31 13F-HR 437 193,000
2016-02-16 2015-12-31 13F-HR 498 209,552
2015-10-30 2015-09-30 13F-HR 446 179,337
2015-08-11 2015-06-30 13F-HR 448 219,873
2015-05-18 2015-03-31 13F-HR 482 226,551
2015-05-18 2014-12-31 13F-HR 525 236,158