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Disclosery

Principle Wealth Partners LLC: ES position timeline

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

Principle Wealth Partners LLC held 12,256 ES 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 12,256 shares
    Change vs previous 13F -5,960 shares

    0.04% of the 13F portfolio, value $885,710.

    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 18,216 shares
    Change vs previous 13F +632 shares

    0.07% of the 13F portfolio, value $1,261,975.

    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 17,584 shares
    Change vs previous 13F -139 shares

    0.07% of the 13F portfolio, value $1,183,902.

    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 17,723 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $1,260,804.

    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 17,798 shares
    Change vs previous 13F +80 shares

    0.07% of the 13F portfolio, value $1,132,281.

    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 17,718 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $1,100,500.

    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 17,714 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $1,017,361.

    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 17,711 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,205,233.

    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).