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Disclosery

Principle Wealth Partners LLC: IGV position timeline

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

Principle Wealth Partners LLC held 109,340 IGV 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 109,340 shares
    Change vs previous 13F +4,835 shares

    0.49% of the 13F portfolio, value $9,906,199.

    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 104,505 shares
    Change vs previous 13F +9,442 shares

    0.48% of the 13F portfolio, value $8,365,620.

    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 95,063 shares
    Change vs previous 13F +12,844 shares

    0.57% of the 13F portfolio, value $10,047,202.

    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 82,219 shares
    Change vs previous 13F -1,611 shares

    0.55% of the 13F portfolio, value $9,456,056.

    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 83,830 shares
    Change vs previous 13F -8,281 shares

    0.57% of the 13F portfolio, value $9,179,432.

    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 92,111 shares
    Change vs previous 13F -773 shares

    0.59% of the 13F portfolio, value $8,196,996.

    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 92,884 shares
    Change vs previous 13F -3,211 shares

    0.65% of the 13F portfolio, value $9,299,589.

    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 96,095 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,588,010.

    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).