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Disclosery

Principle Wealth Partners LLC: EXC position timeline

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

Principle Wealth Partners LLC held 51,410 EXC 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 51,410 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,396,734.

    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 51,410 shares
    Change vs previous 13F +75 shares

    0.14% of the 13F portfolio, value $2,520,118.

    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 51,335 shares
    Change vs previous 13F +200 shares

    0.13% of the 13F portfolio, value $2,237,693.

    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 51,135 shares
    Change vs previous 13F +130 shares

    0.13% of the 13F portfolio, value $2,301,586.

    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 51,005 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,214,637.

    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 51,005 shares
    Change vs previous 13F +1,725 shares

    0.17% of the 13F portfolio, value $2,350,310.

    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 49,280 shares
    Change vs previous 13F -8,550 shares

    0.13% of the 13F portfolio, value $1,854,899.

    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 57,830 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,345,006.

    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).