Chicago Partners Investment Group LLC TMCI — TREACE MED CONCEPTS INC

Ownership history in Chicago Partners Investment Group LLC  ·  9 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported TREACE MED CONCEPTS INC (TMCI) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows TMCI at 0.00% 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 TMCI 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 TREACE MED CONCEPTS 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 Q2

TMCI was reported at 0.00% 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 Q2 to 2026 Q2

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.

TMCI stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held TMCI — position size vs. price
% of Fund (quarterly)    TMCI 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 Q2 REDUCED — — — 24,254 -1,760 -6.8% 0.00% $98K 2026-07-30 $4.38
2026 Q1 ADDED — — — 26,014 +6,606 +34.0% 0.00% $49K 2026-05-04 $1.83
2025 Q4 REDUCED — — — 19,408 -377 -1.9% 0.00% $50K 2026-01-28 $2.40
2025 Q3 REDUCED — — — 19,785 -734 -3.6% 0.00% $135K 2025-10-30 $6.35
2025 Q2 REDUCED — — — 20,519 -238 -1.1% 0.00% $125K 2025-07-29 $5.60
2025 Q1 ADDED — — — 20,757 +1,344 +6.9% 0.00% $149K 2025-05-09 $6.82
2024 Q4 ADDED — — — 19,413 +57 +0.3% 0.00% $147K 2025-01-24 $9.22
2024 Q3 UNCHANGED — — — 19,356 — 0% 0.00% $98K 2024-10-29 $4.82
2024 Q2 INITIATED — — — 19,356 — — 0.01% $144K 2024-07-31 $7.23

🏢 Other funds also holding TMCI

As of 2026 Q2 — sorted by position size

LCW Services, LLC 0.16% TrustWell Financial Advisors, LLC 0.04% Abel Hall, LLC 0.03% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.0% Ethic Inc. 3Y 0.0% True Wealth Design, LLC 3Y 0.0% HOEY INVESTMENTS, INC 3Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Fortitude Family Office, LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Chicago Partners Investment Group LLC and TMCI

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 TMCI?

Chicago Partners Investment Group LLC reported TMCI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

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

What is the latest reported TMCI position on this page?

The most recent filing on this page is 2026 Q2, when Chicago Partners Investment Group LLC reported 24,254 shares, equal to 0.00% of portfolio, with an estimated market value of $98K.

What does the chart on this TMCI ownership page compare?

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

Based on 13F filing dates vs. subsequent TMCI price moves, Chicago Partners Investment Group LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on TMCI relative to SPY over the holding period was -33.8%.

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