Principle Wealth Partners LLC: FSMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on FSMD, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 10,520 FSMD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 10,520 sharesChange vs previous 13F +80 shares
0.03% of the 13F portfolio, value $555,972.
13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,440 sharesChange vs previous 13F +322 shares
0.03% of the 13F portfolio, value $466,859.
13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,118 sharesChange vs previous 13F +2,522 shares
0.03% of the 13F portfolio, value $446,529.
13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,596 sharesChange vs previous 13F +1,396 shares
0.02% of the 13F portfolio, value $334,300.
13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,200 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $257,114.
13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).