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Disclosery

Principle Wealth Partners LLC: IJT position timeline

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

Principle Wealth Partners LLC held 5,178 IJT 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 5,178 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $924,777.

    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 5,208 shares
    Change vs previous 13F +419 shares

    0.04% of the 13F portfolio, value $753,639.

    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 4,789 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $675,994.

    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 4,790 shares
    Change vs previous 13F -367 shares

    0.04% of the 13F portfolio, value $677,781.

    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 5,157 shares
    Change vs previous 13F -20,961 shares

    0.04% of the 13F portfolio, value $686,045.

    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 26,118 shares
    Change vs previous 13F +2,785 shares

    0.23% of the 13F portfolio, value $3,251,762.

    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 23,333 shares
    Change vs previous 13F +897 shares

    0.22% of the 13F portfolio, value $3,158,603.

    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 22,436 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,129,634.

    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).