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
- period ended2026-06-3013F 36,171 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,281 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,313 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,248 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,255 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,255 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,155 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).