Advertisement
Screener

Chicago Partners Investment Group LLC Last Quarter Change: Foreign Stocks, New

Chicago Partners Investment Group LLC quarter change: Foreign Stocks, New

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Chicago Partners Investment Group LLC opened 1 positions, added to 6, reduced 2, sold out of 0 and left 0 unchanged. The largest increase in value was NOK (+$505,808); the largest decrease was ARM (-$77,359).

  • UL: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 0; Shares 2026-06-30 3,587.

Two Form 13F-HR filings compared (SEC CIK 1563525): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
UL
UNILEVER PLC
SPON ADR NEW03,587+3,587$0$215,998+$215,998

Similar Firms

Firm NameCountry13F ValueHoldings
FENIMORE ASSET MANAGEMENT INCUnited States$4.484B92
Truepoint, Inc.United States$4.484B149
ICONIQ Capital, LLCUnited States$4.465B96
Jasper Ridge Partners, L.P.United States$4.494B143
Copeland Capital Management, LLCUnited States$4.497B437
INDEPENDENT FINANCIAL GROUP, LLCUnited States$4.457B1,447
DJE Kapital AGGermany$4.513B113
Baker Avenue Asset Management, LPUnited States$4.426B758
CAXTON ASSOCIATES LLPUnited Kingdom$4.417B755
Callan Family Office, LLCUnited States$4.407B1,131