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Disclosery

Principle Wealth Partners LLC: CRM position timeline

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

Principle Wealth Partners LLC held 6,808 CRM 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 6,808 shares
    Change vs previous 13F +1,315 shares

    0.05% of the 13F portfolio, value $1,066,569.

    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 5,493 shares
    Change vs previous 13F -3,948 shares

    0.06% of the 13F portfolio, value $1,025,400.

    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 9,441 shares
    Change vs previous 13F -194 shares

    0.14% of the 13F portfolio, value $2,501,015.

    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 9,635 shares
    Change vs previous 13F -6 shares

    0.13% of the 13F portfolio, value $2,283,495.

    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 9,641 shares
    Change vs previous 13F +382 shares

    0.16% of the 13F portfolio, value $2,629,126.

    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 9,259 shares
    Change vs previous 13F +50 shares

    0.18% of the 13F portfolio, value $2,484,862.

    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 9,209 shares
    Change vs previous 13F -15 shares

    0.22% of the 13F portfolio, value $3,078,988.

    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 9,224 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,524,816.

    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).