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Disclosery

Principle Wealth Partners LLC: CI position timeline

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

Principle Wealth Partners LLC held 6,295 CI 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 6,295 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $1,735,304.

    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 6,284 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $1,676,204.

    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 6,272 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $1,726,290.

    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 6,265 shares
    Change vs previous 13F +14 shares

    0.1% of the 13F portfolio, value $1,805,803.

    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 6,251 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $2,066,604.

    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 6,242 shares
    Change vs previous 13F -8,190 shares

    0.15% of the 13F portfolio, value $2,053,636.

    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 14,432 shares
    Change vs previous 13F +9 shares

    0.28% of the 13F portfolio, value $3,985,409.

    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 14,423 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,996,557.

    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).