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Disclosery

Principle Wealth Partners LLC: CMI position timeline

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

Principle Wealth Partners LLC held 15,260 CMI 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 15,260 shares
    Change vs previous 13F -773 shares

    0.54% of the 13F portfolio, value $10,883,585.

    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 16,033 shares
    Change vs previous 13F -330 shares

    0.49% of the 13F portfolio, value $8,626,075.

    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 16,363 shares
    Change vs previous 13F +31 shares

    0.47% of the 13F portfolio, value $8,352,493.

    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 16,332 shares
    Change vs previous 13F +40 shares

    0.4% of the 13F portfolio, value $6,898,147.

    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 16,292 shares
    Change vs previous 13F -520 shares

    0.33% of the 13F portfolio, value $5,335,630.

    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 16,812 shares
    Change vs previous 13F -135 shares

    0.38% of the 13F portfolio, value $5,269,553.

    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 16,947 shares
    Change vs previous 13F -330 shares

    0.41% of the 13F portfolio, value $5,907,724.

    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 17,277 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,594,120.

    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).