Chicago Partners Investment Group LLC WEBL — DIREXION SHS ETF TR

Ownership history in Chicago Partners Investment Group LLC  ·  6 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported DIREXION SHS ETF TR (WEBL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows WEBL 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 WEBL 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 DIREXION SHS ETF 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

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

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

WEBL stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held WEBL — position size vs. price
% of Fund (quarterly)    WEBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,377 +12 +0.1% 0.01% $566K 2026-05-04 $24.64
2025 Q4 UNCHANGED — — — 23,365 — 0% 0.01% $585K 2026-01-28 $26.16
2025 Q3 REDUCED — — — 23,365 -56 -0.2% 0.02% $790K 2025-10-30 $31.20
2025 Q2 REDUCED — — — 23,421 -70 -0.3% 0.02% $702K 2025-07-29 $29.94
2025 Q1 REDUCED 6.4% +59.0% ❌ 23,491 -1,598 -6.4% 0.02% $489K 2025-05-09 $21.03
2024 Q4 INITIATED — — — 25,089 — — 0.02% $696K 2025-01-24 $31.46

🏢 Other funds also holding WEBL

As of 2026 Q1 — sorted by position size

GTS SECURITIES LLC 0.02% SBI Securities Co., Ltd. 0.01% Western Wealth Management, LLC 3Y 7Y 0.0% Belvedere Trading LLC 3Y 7Y 0.0% Belvedere Trading LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Chicago Partners Investment Group LLC and WEBL

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 WEBL?

Chicago Partners Investment Group LLC reported WEBL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for WEBL was 0.02% in 2024 Q4.

What is the latest reported WEBL position on this page?

The most recent filing on this page is 2026 Q1, when Chicago Partners Investment Group LLC reported 23,377 shares, equal to 0.01% of portfolio, with an estimated market value of $566K.

What does the chart on this WEBL ownership page compare?

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

Based on 13F filing dates vs. subsequent WEBL price moves, Chicago Partners Investment Group LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on WEBL relative to SPY over the holding period was -28.4%.

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