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Disclosery

Principle Wealth Partners LLC: FDVV position timeline

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

Principle Wealth Partners LLC held 64,706 FDVV 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 64,706 shares
    Change vs previous 13F -3,434 shares

    0.19% of the 13F portfolio, value $3,901,114.

    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 68,140 shares
    Change vs previous 13F -9,897 shares

    0.22% of the 13F portfolio, value $3,764,030.

    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 78,037 shares
    Change vs previous 13F -1,222 shares

    0.25% of the 13F portfolio, value $4,423,908.

    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 79,259 shares
    Change vs previous 13F -2,101 shares

    0.26% of the 13F portfolio, value $4,415,508.

    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 81,360 shares
    Change vs previous 13F -304 shares

    0.26% of the 13F portfolio, value $4,232,349.

    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 81,664 shares
    Change vs previous 13F +5,230 shares

    0.29% of the 13F portfolio, value $4,050,566.

    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 76,434 shares
    Change vs previous 13F +2,225 shares

    0.27% of the 13F portfolio, value $3,817,128.

    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 74,209 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,758,704.

    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).