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Disclosery

Principle Wealth Partners LLC: GS position timeline

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

Principle Wealth Partners LLC held 18,213 GS 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 18,213 shares
    Change vs previous 13F -139 shares

    0.91% of the 13F portfolio, value $18,420,183.

    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 18,352 shares
    Change vs previous 13F -294 shares

    0.89% of the 13F portfolio, value $15,525,975.

    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 18,646 shares
    Change vs previous 13F -118 shares

    0.92% of the 13F portfolio, value $16,389,895.

    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 18,764 shares
    Change vs previous 13F -316 shares

    0.87% of the 13F portfolio, value $14,943,034.

    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 19,080 shares
    Change vs previous 13F +209 shares

    0.84% of the 13F portfolio, value $13,503,635.

    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 18,871 shares
    Change vs previous 13F +11 shares

    0.74% of the 13F portfolio, value $10,309,050.

    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 18,860 shares
    Change vs previous 13F -501 shares

    0.76% of the 13F portfolio, value $10,799,815.

    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 19,361 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $9,585,679.

    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).