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Disclosery

Principle Wealth Partners LLC: DVY position timeline

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

Principle Wealth Partners LLC held 42,009 DVY 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 42,009 shares
    Change vs previous 13F -459 shares

    0.32% of the 13F portfolio, value $6,565,964.

    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 42,468 shares
    Change vs previous 13F -448 shares

    0.37% of the 13F portfolio, value $6,430,006.

    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 42,916 shares
    Change vs previous 13F -349 shares

    0.34% of the 13F portfolio, value $6,057,107.

    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 43,265 shares
    Change vs previous 13F +200 shares

    0.36% of the 13F portfolio, value $6,147,978.

    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 43,065 shares
    Change vs previous 13F +4,667 shares

    0.36% of the 13F portfolio, value $5,719,477.

    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 38,398 shares
    Change vs previous 13F -5,168 shares

    0.37% of the 13F portfolio, value $5,156,593.

    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 43,566 shares
    Change vs previous 13F +14,204 shares

    0.4% of the 13F portfolio, value $5,719,822.

    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 29,362 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,965,944.

    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).