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Disclosery

Principle Wealth Partners LLC: EMR position timeline

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

Principle Wealth Partners LLC held 38,925 EMR 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 38,925 shares
    Change vs previous 13F -111 shares

    0.28% of the 13F portfolio, value $5,572,093.

    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 39,036 shares
    Change vs previous 13F -178 shares

    0.29% of the 13F portfolio, value $5,114,477.

    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 39,214 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $5,204,462.

    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 39,213 shares
    Change vs previous 13F -315 shares

    0.3% of the 13F portfolio, value $5,143,982.

    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 39,528 shares
    Change vs previous 13F +2,736 shares

    0.33% of the 13F portfolio, value $5,270,333.

    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 36,792 shares
    Change vs previous 13F +1,751 shares

    0.29% of the 13F portfolio, value $4,033,960.

    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 35,041 shares
    Change vs previous 13F -309 shares

    0.3% of the 13F portfolio, value $4,342,696.

    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 35,350 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,866,274.

    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).