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Disclosery

Principle Wealth Partners LLC: HD position timeline

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

Principle Wealth Partners LLC held 41,298 HD 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 41,298 shares
    Change vs previous 13F -1,041 shares

    0.72% of the 13F portfolio, value $14,565,031.

    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 42,339 shares
    Change vs previous 13F -527 shares

    0.8% of the 13F portfolio, value $13,924,729.

    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 42,866 shares
    Change vs previous 13F +1,240 shares

    0.83% of the 13F portfolio, value $14,750,021.

    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 41,626 shares
    Change vs previous 13F +836 shares

    0.98% of the 13F portfolio, value $16,866,515.

    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 40,790 shares
    Change vs previous 13F +1,417 shares

    0.93% of the 13F portfolio, value $14,955,265.

    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 39,373 shares
    Change vs previous 13F -209 shares

    1.03% of the 13F portfolio, value $14,429,791.

    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 39,582 shares
    Change vs previous 13F -218 shares

    1.08% of the 13F portfolio, value $15,396,970.

    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 39,800 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $16,127,011.

    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).