Chicago Partners Investment Group Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationchicago, IL
- CIK0001563525
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,218 | $3.82 B | VOO, VO, NVDA, DFUS | 13F-HR | Oct 29, 2025 | 000156352525000013 | ||
1,095 | $3.47 B | VOO, VO, NVDA, BRK.B | 13F-HR | Jul 29, 2025 | 000156352525000003 | ||
933 | $3.01 B | VOO, VO, BRK.B, DFUS | 13F-HR | May 9, 2025 | 000156352525000002 | ||
845 | $3.01 B | VOO, VO, BRK.B, NVDA | 13F-HR | Jan 23, 2025 | 000156352525000001 | ||
795 | $2.80 B | VOO, VO, BRK.B, NVDA | 13F-HR | Oct 29, 2024 | 000156352524000007 | ||
743 | $2.59 B | VOO, VO, BRK.B, DFUS | 13F-HR | Jul 31, 2024 | 000156352524000003 | ||
732 | $2.35 B | VOO, VO, BRK.B, IJH | 13F-HR | Apr 25, 2024 | 000156352524000002 | ||
701 | $2.16 B | VOO, VO, BRK.B, IJH | 13F-HR | Feb 23, 2024 | 000156352524000001 | ||
657 | $1.85 B | VOO, BRK.B, VO, EPD | 13F-HR | Oct 26, 2023 | 000156352523000004 | ||
683 | $1.92 B | VOO, BRK.B, VO, IJH | 13F-HR | Aug 8, 2023 | 000156352523000003 | ||
664 | $1.71 B | VOO, BRK.B, VO, EPD | 13F-HR | Apr 26, 2023 | 000156352523000002 | ||
641 | $1.63 B | VOO, VO, BRK.B, IJH | 13F-HR | Feb 9, 2023 | 000156352523000001 | ||
585 | $1.40 B | VOO, BRK.B, VO, IJH | 13F-HR | Nov 9, 2022 | 000156352522000004 | ||
593 | $1.38 B | VOO, VO, BRK.B, EPD | 13F-HR | Aug 4, 2022 | 000156352522000003 | ||
563 | $1.31 B | VOO, BRK.B, VO, EPD | 13F-HR | May 20, 2022 | 000156352522000002 | ||
568 | $1.41 B | VOO, BRK.B, VO, IJH | 13F-HR | Feb 15, 2022 | 000156352522000001 | ||
584 | $1.43 B | VOO, VO, BRK.B, IJH | 13F-HR | Nov 12, 2021 | 000156352521000005 | ||
533 | $1.35 B | VOO, VO, BRK.B, IJH | RESTATEMENT | Aug 2, 2021 | 000156352521000004 | ||
520 | $1.21 B | VOO, BRK.B, VO, IJH | 13F-HR | Apr 28, 2021 | 000156352521000002 | ||
469 | $1.05 B | VOO, VGSH, BRK.B, VO | 13F-HR | Jan 27, 2021 | 000156352521000001 | ||
414 | $844.37 M | VGSH, VOO, BRK.B, VO | 13F-HR | Nov 6, 2020 | 000156352520000006 | ||
386 | $800.18 M | VGSH, VOO, BRK.B, VO | 13F-HR | Jul 31, 2020 | 000156352520000004 | ||
355 | $647.67 M | BRK.B, VOO, VO, IWS | 13F-HR | Apr 22, 2020 | 000156352520000002 | ||
365 | $812.64 M | BRK.B, EPD, IWS, IJH | 13F-HR | Jan 24, 2020 | 000156352520000001 | ||
334 | $710.03 M | BRK.B, EPD, IWS, IJH | 13F-HR | Oct 31, 2019 | 000156352519000004 | ||
320 | $697.25 M | EPD, IWS, BRK.B, IJH | 13F-HR | Jul 24, 2019 | 000156352519000003 | ||
313 | $675.71 M | BRK.B, EPD, IWS, IJH | 13F-HR | Apr 22, 2019 | 000156352519000002 | ||
316 | $674.00 M | BRK.B, EPD, IWS, IJH | 13F-HR | Jan 11, 2019 | 000156352519000001 | ||
1,082 | $671.78 M | BRK.B, EPD, IWS, VOO | 13F-HR | Nov 5, 2018 | 000156352518000007 | ||
966 | $644.25 M | BRK.B, IWS, EPD, IJH | 13F-HR | Aug 31, 2018 | 000156352518000006 | ||
935 | $583.22 M | BRK.B, IWS, EPD, IJH | 13F-HR | Apr 27, 2018 | 000156352518000002 | ||
880 | $611.54 M | BRK.B, IWS, EPD, IJH | 13F-HR | Mar 28, 2018 | 000156352518000001 | ||
966 | $585.70 M | BRK.B, EPD, IWS, IJH | 13F-HR | Nov 22, 2017 | 000156352517000003 | ||
658 | $383.27 M | IWV, BRK.B, EPD, SPY | 13F-HR | Jul 31, 2017 | 000156352517000002 | ||
552 | $353.24 M | EPD, IWS, IJH, BROOKFIELD INFRAST PARTNERS | 13F-HR | May 11, 2017 | 000114420417026263 | ||
546 | $274.37 M | EPD, IJH, IWS, MMP | 13F-HR | Feb 10, 2017 | 000114420417007261 | ||
507 | $251.75 M | EPD, IJH, KMI, IWS | 13F-HR | Nov 14, 2016 | 000114420416133993 | ||
454 | $207.68 M | EPD, IJH, MMP, IWS | 13F-HR | Aug 8, 2016 | 000114420416117216 | ||
440 | $193.00 M | EPD, IJH, MMP, KMI | 13F-HR | Apr 26, 2016 | 000114420416096314 | ||
499 | $209.55 M | EPD, IJH, MMP, SPY | 13F-HR | Feb 16, 2016 | 000114420416082037 | ||
449 | $179.34 M | KMI, EPD, IJH, 9876456D | 13F-HR | Oct 30, 2015 | 000114420415061779 | ||
484 | $219.87 M | KMI, EPD, IJH, 9876456D | 13F-HR | Aug 11, 2015 | 000114420415047984 | ||
484 | $226.55 M | KMI, EPD, DCI, PAA | 13F-HR | May 18, 2015 | 000114036115020584 | ||
528 | $236.16 M | KMI, DCI, EPD, PAA | 13F-HR | May 18, 2015 | 000114036115020579 |