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Principle Wealth Partners LLC: COP position timeline

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

Principle Wealth Partners LLC held 36,171 COP 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 36,171 shares
    Change vs previous 13F -110 shares

    0.19% of the 13F portfolio, value $3,760,337.

    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 36,281 shares
    Change vs previous 13F -1,032 shares

    0.27% of the 13F portfolio, value $4,789,102.

    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 37,313 shares
    Change vs previous 13F +218 shares

    0.2% of the 13F portfolio, value $3,492,877.

    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 37,095 shares
    Change vs previous 13F -153 shares

    0.2% of the 13F portfolio, value $3,508,816.

    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 37,248 shares
    Change vs previous 13F -7 shares

    0.21% of the 13F portfolio, value $3,342,636.

    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 37,255 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $3,912,520.

    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 37,255 shares
    Change vs previous 13F +100 shares

    0.26% of the 13F portfolio, value $3,694,578.

    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 37,155 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,911,678.

    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).