| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Enterprise Products Partners LP | 39 | Q2 2024 | 5.9% |
| Vanguard S&P 500 ETF | 39 | Q2 2024 | 4.5% |
| BERKSHIRE HATHAWAY INC DEL | 39 | Q2 2024 | 4.8% |
| ISHARES TR | 39 | Q2 2024 | 5.2% |
| ISHARES TR | 39 | Q2 2024 | 4.5% |
| KINDER MORGAN INC DEL | 39 | Q2 2024 | 8.1% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 3.0% |
| Vanguard Mid-Cap ETF | 39 | Q2 2024 | 3.2% |
| SPDR S&P MIDCAP 400 ETF TR | 39 | Q2 2024 | 3.1% |
| ENERGY TRANSFER LP | 39 | Q2 2024 | 3.1% |
View Chicago Partners Investment Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-20 |
View Chicago Partners Investment Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.