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Disclosery

Principle Wealth Partners LLC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on ADP, newest first. How the timeline and the estimate are built.

Principle Wealth Partners LLC held 11,071 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,071 shares
    Change vs previous 13F +57 shares

    0.12% of the 13F portfolio, value $2,479,390.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,014 shares
    Change vs previous 13F +87 shares

    0.13% of the 13F portfolio, value $2,237,870.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,927 shares
    Change vs previous 13F +596 shares

    0.16% of the 13F portfolio, value $2,810,752.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,331 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,032,148.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,331 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $3,186,080.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,327 shares
    Change vs previous 13F -635 shares

    0.23% of the 13F portfolio, value $3,155,208.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,962 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $3,208,906.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,949 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,029,917.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).