Chicago Partners Investment Group LLC SVAL — ISHARES TR

Ownership history in Chicago Partners Investment Group LLC  ·  13 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported ISHARES TR (SVAL) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows SVAL 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SVAL 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 ISHARES TR, 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

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

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

SVAL stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held SVAL — position size vs. price
% of Fund (quarterly)    SVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,172 +23 +0.3% 0.01% $278K 2026-05-04 $38.75
2025 Q4 ADDED — — — 7,149 +85 +1.2% 0.01% $262K 2026-01-28 $36.13
2025 Q3 ADDED — — — 7,064 +40 +0.6% 0.01% $238K 2025-10-30 $32.46
2025 Q2 ADDED — — — 7,024 +39 +0.6% 0.01% $230K 2025-07-29 $31.16
2025 Q1 ADDED — — — 6,985 +3 +0.0% 0.01% $203K 2025-05-09 $28.81
2024 Q4 UNCHANGED — — — 6,982 — 0% 0.01% $223K 2025-01-24 $32.11
2024 Q3 ADDED — — — 6,982 +48 +0.7% 0.01% $223K 2024-10-29 $31.19
2024 Q2 ADDED — — — 6,934 +51 +0.7% 0.01% $233K 2024-07-31 $32.37
2024 Q1 ADDED — — — 6,883 +37 +0.5% 0.01% $203K 2024-04-25 $27.90
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SVAL

As of 2026 Q1 — sorted by position size

MONEY CONCEPTS CAPITAL CORP 3Y 5.47% Prepared Retirement Institute LLC 0.77% Apeiron RIA LLC 3Y 0.25% Dynamic Financial Group 0.18% NovaPoint Capital, LLC 3Y 0.15% Well Done, LLC 3Y 7Y 0.09% TOCQUEVILLE ASSET MANAGEMENT L.P. 3Y 7Y 0.07% Westside Investment Management, Inc. 3Y 7Y 0.01% OpenArc Corporate Advisory, LLC 0.01% 1 NORTH WEALTH SERVICES LLC 3Y 7Y 0.0%

FAQ About Chicago Partners Investment Group LLC and SVAL

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 SVAL?

Chicago Partners Investment Group LLC reported SVAL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SVAL was 0.01% in 2024 Q2.

What is the latest reported SVAL position on this page?

The most recent filing on this page is 2026 Q1, when Chicago Partners Investment Group LLC reported 7,172 shares, equal to 0.01% of portfolio, with an estimated market value of $278K.

What does the chart on this SVAL ownership page compare?

The chart compares Chicago Partners Investment Group LLC's quarterly SVAL 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 SVAL position?

Based on 13F filing dates vs. subsequent SVAL price moves, Chicago Partners Investment Group LLC correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on SVAL relative to SPY over the holding period was +0.2%.

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