Notify me when Chicago Partners Investment Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,290 | $4,036,794,695 | +$222,332,957 | -$66,237,051 | +$156,095,906 | VOO, VO, NVDA, DFUS, BRKB | 13F-HR | 28 Jan 2026, 16:16 |
| Q3 2025 | 1,218 | $3,791,807,397 | +$244,546,208 | -$61,936,747 | +$182,609,461 | VOO, VO, NVDA, DFUS, BRKB | 13F-HR | 29 Oct 2025, 19:21 |
| Q2 2025 | 1,095 | $3,469,094,127 | +$203,553,540 | -$51,810,221 | +$151,743,319 | VOO, VO, NVDA, BRKB, DFUS | 13F-HR | 29 Jul 2025, 16:27 |
| Q1 2025 | 933 | $3,007,643,387 | +$240,165,035 | -$120,399,619 | +$119,765,416 | VOO, VO, BRKB, DFUS, EPD | 13F-HR | 09 May 2025, 17:25 |
| Q4 2024 | 845 | $3,007,581,499 | +$202,129,929 | -$61,718,932 | +$140,410,997 | VOO, VO, BRKB, NVDA, DFUS | 13F-HR | 23 Jan 2025, 18:50 |
| Q3 2024 | 795 | $2,713,666,842 | +$147,906,761 | -$53,316,002 | +$94,590,759 | VOO, VO, BRKB, NVDA, DFUS | 13F-HR | 28 Oct 2024, 17:58 |
| Q2 2024 | 743 | $2,575,423,291 | +$165,299,959 | -$45,131,469 | +$120,168,490 | VOO, VO, BRKB, DFUS, IJH | 13F-HR | 31 Jul 2024, 14:05 |
| Q1 2024 | 732 | $2,348,410,414 | +$183,006,509 | -$40,311,180 | +$142,695,329 | VOO, VO, BRKB, IJH, EPD | 13F-HR | 25 Apr 2024, 12:26 |
| Q4 2023 | 700 | $2,129,990,529 | +$112,212,655 | -$49,389,874 | +$62,822,781 | VOO, VO, BRKB, IJH, VUG | 13F-HR | 23 Feb 2024, 09:39 |
| Q3 2023 | 657 | $1,839,775,039 | +$141,696,958 | -$73,933,494 | +$67,763,464 | VOO, BRKB, VO, EPD, IJH | 13F-HR | 26 Oct 2023, 15:24 |
| Q2 2023 | 683 | $1,919,040,477 | +$158,011,526 | -$60,259,057 | +$97,752,469 | VOO, BRKB, VO, IJH, AAPL | 13F-HR | 07 Aug 2023, 18:06 |
| Q1 2023 | 664 | $1,710,576,862 | +$142,904,383 | -$29,822,130 | +$113,082,253 | VOO, BRKB, VO, EPD, IJH | 13F-HR | 26 Apr 2023, 14:56 |
| Q4 2022 | 641 | $1,554,850,762 | +$146,559,809 | -$23,395,131 | +$123,164,678 | VOO, VO, BRKB, IJH, EPD | 13F-HR | 09 Feb 2023, 13:06 |
| Q3 2022 | 585 | $1,333,955,000 | +$118,901,943 | -$24,804,987 | +$94,096,956 | VOO, BRKB, VO, IJH, EPD | 13F-HR | 09 Nov 2022, 14:26 |
| Q2 2022 | 592 | $1,345,661,000 | +$79,341,455 | -$42,409,340 | +$36,932,115 | VOO, VO, BRKB, EPD, IJH | 13F-HR | 04 Aug 2022, 14:41 |
| Q1 2022 | 563 | $1,224,518,000 | +$61,699,758 | -$42,782,065 | +$18,917,693 | VOO, BRKB, VO, EPD, IJH | 13F-HR | 19 May 2022, 18:11 |
| Q4 2021 | 567 | $1,351,932,000 | +$104,007,029 | -$36,227,642 | +$67,779,387 | VOO, BRKB, VO, IJH, IWS | 13F-HR | 15 Feb 2022, 17:05 |
| Q3 2021 | 582 | $1,372,698,000 | +$77,559,749 | -$54,557,546 | +$23,002,203 | VOO, VO, BRKB, IJH, IWS | 13F-HR | 12 Nov 2021, 15:37 |
| Q2 2021 | 532 | $1,338,599,000 | +$119,733,368 | -$24,697,570 | +$95,035,798 | VOO, VO, BRKB, IJH, IWS | Restatement | 02 Aug 2021, 17:26 |
| Q1 2021 | 519 | $1,204,274,000 | +$105,224,947 | -$26,111,853 | +$79,113,094 | VOO, BRKB, VO, IJH, IWS | 13F-HR | 27 Apr 2021, 18:33 |
| Q4 2020 | 465 | $1,043,459,000 | +$103,214,251 | -$26,283,327 | +$76,930,924 | VOO, VGSH, BRKB, VO, IJH | 13F-HR | 27 Jan 2021, 17:10 |
| Q3 2020 | 410 | $822,532,000 | +$62,831,708 | -$25,140,659 | +$37,691,049 | VGSH, VOO, BRKB, VO, IJH | 13F-HR | 06 Nov 2020, 16:49 |
| Q2 2020 | 385 | $795,429,000 | +$91,782,353 | -$15,781,767 | +$76,000,586 | VGSH, VOO, BRKB, VO, IJH | 13F-HR | 31 Jul 2020, 15:51 |
| Q1 2020 | 355 | $600,078,000 | +$41,664,394 | -$29,803,290 | +$11,861,104 | BRKB, VOO, VO, IWS, IJH | 13F-HR | 22 Apr 2020, 12:57 |
| Q4 2019 | 365 | $811,442,000 | +$74,858,876 | -$22,670,911 | +$52,187,965 | BRKB, EPD, IWS, IJH, VOO | 13F-HR | 23 Jan 2020, 17:47 |
| Q3 2019 | 333 | $709,988,000 | +$41,287,107 | -$22,211,477 | +$19,075,630 | BRKB, EPD, IWS, IJH, BIP | 13F-HR | 31 Oct 2019, 13:41 |
| Q2 2019 | 320 | $697,247,000 | +$24,080,048 | -$14,514,640 | +$9,565,408 | EPD, IWS, BRKB, IJH, VOO | 13F-HR | 24 Jul 2019, 16:46 |
| Q1 2019 | 313 | $674,683,000 | +$35,351,332 | -$86,802,659 | -$51,451,327 | BRKB, EPD, IWS, IJH, ET | 13F-HR | 22 Apr 2019, 15:37 |
| Q4 2018 | 315 | $672,277,000 | +$81,924,963 | -$73,243,225 | +$8,681,738 | BRKB, EPD, IWS, IJH, ET | 13F-HR | 11 Jan 2019, 14:33 |
| Q3 2018 | 1,057 | $652,888,000 | +$75,205,079 | -$23,008,756 | +$52,196,323 | BRKB, EPD, IWS, VOO, IJH | 13F-HR | 05 Nov 2018, 15:03 |
| Q2 2018 | 946 | $644,134,000 | +$50,559,697 | -$13,020,399 | +$37,539,298 | BRKB, IWS, EPD, IJH, VOO | 13F-HR | 31 Aug 2018, 16:23 |
| Q1 2018 | 917 | $583,215,000 | +$23,906,871 | -$22,177,797 | +$1,729,074 | BRKB, IWS, EPD, IJH, VOO | 13F-HR | 27 Apr 2018, 10:55 |
| Q4 2017 | 868 | $611,531,000 | +$25,919,210 | -$14,263,705 | +$11,655,505 | BRKB, IWS, EPD, IJH, BIP | 13F-HR | 28 Mar 2018, 10:25 |
| Q3 2017 | 949 | $582,005,000 | +$259,227,732 | -$65,320,599 | +$193,907,133 | BRKB, EPD, IWS, IJH, BIP | 13F-HR | 22 Nov 2017, 15:01 |
| Q2 2017 | 700 | $368,153,000 | +$160,589,123 | -$127,880,044 | +$32,709,079 | IWV, BRKB, EPD, SPY, EFA | 13F-HR | 31 Jul 2017, 12:24 |
| Q1 2017 | 540 | $353,236,000 | +$80,458,467 | -$11,848,504 | +$68,609,963 | EPD, IWS, IJH, BIP, MMP | 13F-HR | 11 May 2017, 09:28 |
| Q4 2016 | 533 | $274,352,000 | +$25,770,801 | -$8,531,435 | +$17,239,366 | EPD, IJH, IWS, MMP, KMI | 13F-HR | 10 Feb 2017, 10:36 |
| Q3 2016 | 492 | $251,749,000 | +$41,206,784 | -$3,181,514 | +$38,025,270 | EPD, IJH, KMI, IWS, BIP | 13F-HR | 14 Nov 2016, 13:48 |
| Q2 2016 | 439 | $207,678,000 | +$10,313,679 | -$10,410,941 | -$97,262 | EPD, IJH, MMP, IWS, KMI | 13F-HR | 08 Aug 2016, 16:08 |
| Q1 2016 | 430 | $192,997,000 | +$17,031,320 | -$32,398,280 | -$15,366,960 | EPD, IJH, MMP, KMI, IWS | 13F-HR | 26 Apr 2016, 15:52 |
| Q4 2015 | 489 | $209,546,000 | +$49,117,128 | -$14,037,992 | +$35,079,136 | EPD, IJH, MMP, SPY, MDY | 13F-HR | 16 Feb 2016, 09:37 |
| Q3 2015 | 435 | $179,330,000 | +$14,272,853 | -$16,634,589 | -$2,361,736 | KMI, EPD, IJH, ETP, MMP | 13F-HR | 30 Oct 2015, 12:14 |
| Q2 2015 | 441 | $219,224,000 | +$22,713,977 | -$21,349,876 | +$1,364,101 | KMI, EPD, IJH, ETP, PAA | 13F-HR | 11 Aug 2015, 10:36 |
| Q1 2015 | 483 | $222,272,000 | +$16,273,696 | -$29,022,538 | -$12,748,842 | KMI, EPD, DCI, PAA, MMP | 13F-HR | 18 May 2015, 12:23 |
| Q4 2014 | 524 | $235,138,000 | $0 | $0 | $0 | KMI, DCI, EPD, PAA, ETP | 13F-HR | 18 May 2015, 12:20 |