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Disclosery

Principle Wealth Partners LLC: BKDV position timeline

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

Principle Wealth Partners LLC held 4,065,430 BKDV 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 4,065,430 shares
    Change vs previous 13F +96,173 shares

    6.72% of the 13F portfolio, value $136,151,239.

    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 3,969,257 shares
    Change vs previous 13F +161,422 shares

    6.73% of the 13F portfolio, value $117,728,160.

    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 3,807,835 shares
    Change vs previous 13F +98,693 shares

    6.23% of the 13F portfolio, value $110,503,370.

    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 3,709,142 shares
    Change vs previous 13F +101,526 shares

    5.99% of the 13F portfolio, value $103,114,144.

    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 3,607,616 shares
    Change vs previous 13F +2,696,598 shares

    6% of the 13F portfolio, value $95,998,653.

    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 911,018 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $23,039,667.

    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).