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Disclosery

Principle Wealth Partners LLC: D position timeline

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

Principle Wealth Partners LLC held 61,443 D 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 61,443 shares
    Change vs previous 13F -1,025 shares

    0.21% of the 13F portfolio, value $4,195,933.

    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 62,468 shares
    Change vs previous 13F +2,755 shares

    0.22% of the 13F portfolio, value $3,861,763.

    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 59,713 shares
    Change vs previous 13F +1,050 shares

    0.2% of the 13F portfolio, value $3,498,577.

    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 58,663 shares
    Change vs previous 13F +2,294 shares

    0.21% of the 13F portfolio, value $3,588,407.

    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 56,369 shares
    Change vs previous 13F -5,165 shares

    0.2% of the 13F portfolio, value $3,185,968.

    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 61,534 shares
    Change vs previous 13F +20,839 shares

    0.25% of the 13F portfolio, value $3,450,204.

    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 40,695 shares
    Change vs previous 13F +29,638 shares

    0.15% of the 13F portfolio, value $2,191,822.

    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 11,057 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $638,966.

    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).