Skip to content
Disclosery

Principle Wealth Partners LLC: BX position timeline

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

Principle Wealth Partners LLC held 24,324 BX 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 24,324 shares
    Change vs previous 13F +459 shares

    0.14% of the 13F portfolio, value $2,862,258.

    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 23,865 shares
    Change vs previous 13F -5,940 shares

    0.16% of the 13F portfolio, value $2,744,254.

    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 29,805 shares
    Change vs previous 13F -2,122 shares

    0.26% of the 13F portfolio, value $4,594,173.

    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 31,927 shares
    Change vs previous 13F -134 shares

    0.32% of the 13F portfolio, value $5,454,719.

    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 32,061 shares
    Change vs previous 13F +8,279 shares

    0.3% of the 13F portfolio, value $4,795,726.

    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 23,782 shares
    Change vs previous 13F +5,625 shares

    0.24% of the 13F portfolio, value $3,324,253.

    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 18,157 shares
    Change vs previous 13F +100 shares

    0.22% of the 13F portfolio, value $3,130,636.

    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 18,057 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,765,073.

    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).