Principle Wealth Partners LLC: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on DHR, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 4,752 DHR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,752 sharesChange vs previous 13F +275 shares
0.04% of the 13F portfolio, value $905,131.
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 4,477 sharesChange vs previous 13F -511 shares
0.05% of the 13F portfolio, value $848,809.
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 4,988 sharesChange vs previous 13F -12 shares
0.06% of the 13F portfolio, value $1,141,853.
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 5,000 sharesChange vs previous 13F -176 shares
0.06% of the 13F portfolio, value $991,300.
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 5,176 sharesChange vs previous 13F -225 shares
0.06% of the 13F portfolio, value $1,022,467.
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 5,401 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,107,205.
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 5,401 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $1,239,800.
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 5,401 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,501,586.
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).