Principle Wealth Partners LLC: GWW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on GWW, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 2,541 GWW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,541 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $3,456,776.
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 2,541 sharesChange vs previous 13F -230 shares
0.16% of the 13F portfolio, value $2,771,748.
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 2,771 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $2,796,078.
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 2,771 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $2,640,652.
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 2,771 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $2,882,505.
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).
- period ended2025-03-3113F 2,771 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $2,737,277.
13F-HR 0001951757-25-000521 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 ended2024-12-3113F 2,771 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $2,920,773.
13F-HR 0001951757-25-000146 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 ended2024-09-3013F 2,771 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $2,878,543.
13F-HR 0001951757-24-001201 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).