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Disclosery

Principle Wealth Partners LLC: FSMB position timeline

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

Principle Wealth Partners LLC held 231,493 FSMB 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 231,493 shares
    Change vs previous 13F +200,000 shares

    0.23% of the 13F portfolio, value $4,627,545.

    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 31,493 shares
    Change vs previous 13F +7,453 shares

    0.04% of the 13F portfolio, value $628,600.

    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 24,040 shares
    Change vs previous 13F +3,644 shares

    0.03% of the 13F portfolio, value $481,882.

    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 20,396 shares
    Change vs previous 13F +4,022 shares

    0.02% of the 13F portfolio, value $409,546.

    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 16,374 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $325,915.

    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 16,355 shares
    Change vs previous 13F -1,624 shares

    0.02% of the 13F portfolio, value $324,985.

    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 17,979 shares
    Change vs previous 13F -188 shares

    0.03% of the 13F portfolio, value $356,721.

    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 18,167 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $363,527.

    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).