Chicago Partners Investment Group LLC DBD β€” DIEBOLD NIXDORF INC

Ownership history in Chicago Partners Investment Group LLC  Β·  4 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported DIEBOLD NIXDORF INC (DBD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows DBD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Partners Investment Group LLC's position in DIEBOLD NIXDORF INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DBD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chicago Partners Investment Group LLC held DBD β€” position size vs. price
% of Fund (quarterly)    DBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 4,112 +224 +5.8% 0.01% $346K 2026-05-04 $76.62
2025 Q4 REDUCED β€” β€” β€” 3,888 -197 -4.8% 0.01% $272K 2026-01-28 $69.45
2025 Q3 REDUCED 6.0% +21.3% ❌ 4,085 -263 -6.0% 0.01% $238K 2025-10-30 $57.50
2025 Q2 INITIATED β€” β€” β€” 4,348 β€” β€” 0.01% $258K 2025-07-29 $57.17

FAQ About Chicago Partners Investment Group LLC and DBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Partners Investment Group LLC reported owning DBD?

Chicago Partners Investment Group LLC reported DBD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DBD position in Chicago Partners Investment Group LLC's portfolio?

The largest reported portfolio weight for DBD was 0.01% in 2026 Q1.

What is the latest reported DBD position on this page?

The most recent filing on this page is 2026 Q1, when Chicago Partners Investment Group LLC reported 4,112 shares, equal to 0.01% of portfolio, with an estimated market value of $346K.

What does the chart on this DBD ownership page compare?

The chart compares Chicago Partners Investment Group LLC's quarterly DBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Partners Investment Group LLC time their DBD position?

Based on 13F filing dates vs. subsequent DBD price moves, Chicago Partners Investment Group LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DBD relative to SPY over the holding period was +23.6%.

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