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Disclosery

Principle Wealth Partners LLC: IJR position timeline

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

Principle Wealth Partners LLC held 12,148 IJR 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 12,148 shares
    Change vs previous 13F -417 shares

    0.09% of the 13F portfolio, value $1,801,719.

    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 12,565 shares
    Change vs previous 13F -268 shares

    0.09% of the 13F portfolio, value $1,561,937.

    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 12,833 shares
    Change vs previous 13F -410 shares

    0.09% of the 13F portfolio, value $1,542,211.

    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 13,243 shares
    Change vs previous 13F +2,958 shares

    0.09% of the 13F portfolio, value $1,573,656.

    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 10,285 shares
    Change vs previous 13F -274,898 shares

    0.07% of the 13F portfolio, value $1,124,001.

    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 285,183 shares
    Change vs previous 13F +7,735 shares

    2.13% of the 13F portfolio, value $29,821,624.

    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 277,448 shares
    Change vs previous 13F +18,333 shares

    2.24% of the 13F portfolio, value $31,967,607.

    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 259,115 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $30,306,075.

    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).