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Disclosery

Principle Wealth Partners LLC: DIVO position timeline

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

Principle Wealth Partners LLC held 47,593 DIVO 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 47,593 shares
    Change vs previous 13F +2,720 shares

    0.11% of the 13F portfolio, value $2,175,010.

    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 44,873 shares
    Change vs previous 13F +3,331 shares

    0.12% of the 13F portfolio, value $2,012,550.

    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 41,542 shares
    Change vs previous 13F +4,331 shares

    0.1% of the 13F portfolio, value $1,848,620.

    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 37,211 shares
    Change vs previous 13F +7,003 shares

    0.1% of the 13F portfolio, value $1,658,473.

    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 30,208 shares
    Change vs previous 13F +7,568 shares

    0.08% of the 13F portfolio, value $1,285,370.

    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 22,640 shares
    Change vs previous 13F +49 shares

    0.07% of the 13F portfolio, value $923,043.

    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 22,591 shares
    Change vs previous 13F +348 shares

    0.06% of the 13F portfolio, value $914,491.

    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 22,243 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $916,185.

    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).