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Disclosery

Principle Wealth Partners LLC: FMHI position timeline

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

Principle Wealth Partners LLC held 222,961 FMHI 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 222,961 shares
    Change vs previous 13F -1,796 shares

    0.53% of the 13F portfolio, value $10,811,399.

    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 224,757 shares
    Change vs previous 13F -5,337 shares

    0.61% of the 13F portfolio, value $10,684,949.

    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 230,094 shares
    Change vs previous 13F -57,225 shares

    0.62% of the 13F portfolio, value $11,029,429.

    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 287,319 shares
    Change vs previous 13F -8,363 shares

    0.79% of the 13F portfolio, value $13,650,521.

    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 295,682 shares
    Change vs previous 13F -21,499 shares

    0.86% of the 13F portfolio, value $13,808,361.

    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 317,181 shares
    Change vs previous 13F -24,389 shares

    1.08% of the 13F portfolio, value $15,162,871.

    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 341,570 shares
    Change vs previous 13F -10,062 shares

    1.16% of the 13F portfolio, value $16,494,457.

    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 351,632 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $17,370,628.

    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).