Principle Wealth Partners LLC: ALL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on ALL, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 25,159 ALL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 25,159 sharesChange vs previous 13F +49 shares
0.3% of the 13F portfolio, value $5,986,332.
13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,110 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $5,206,307.
13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,110 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $5,226,646.
13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,110 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $5,389,862.
13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,110 sharesChange vs previous 13F +5 shares
0.32% of the 13F portfolio, value $5,054,894.
13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,105 sharesChange vs previous 13F 0 shares
0.37% of the 13F portfolio, value $5,198,492.
13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,105 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $4,839,993.
13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,105 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $4,761,163.
13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).