Principle Wealth Partners LLC: IDVO position timeline

Principle Wealth Partners LLC held 472,356 IDVO 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 472,356 shares

   Change vs previous 13F +51,049 shares

   0.98% of the 13F portfolio, value $19,838,951.

   13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 421,307 shares

   Change vs previous 13F +298,158 shares

   0.97% of the 13F portfolio, value $17,050,312.

   13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 123,149 shares

   Change vs previous 13F +79,293 shares

   0.27% of the 13F portfolio, value $4,722,776.

   13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 43,856 shares

   Change vs previous 13F +25,023 shares

   0.09% of the 13F portfolio, value $1,635,394.

   13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 18,833 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $647,108.

   13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).