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Disclosery

Principle Wealth Partners LLC: IPKW position timeline

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

Principle Wealth Partners LLC held 93,953 IPKW 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 93,953 shares
    Change vs previous 13F +6,339 shares

    0.26% of the 13F portfolio, value $5,292,339.

    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 87,614 shares
    Change vs previous 13F +31,477 shares

    0.28% of the 13F portfolio, value $4,929,386.

    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 56,137 shares
    Change vs previous 13F +37,330 shares

    0.18% of the 13F portfolio, value $3,119,697.

    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 18,807 shares
    Change vs previous 13F +735 shares

    0.06% of the 13F portfolio, value $990,947.

    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 18,072 shares
    Change vs previous 13F -770 shares

    0.05% of the 13F portfolio, value $879,206.

    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 18,842 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $860,333.

    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).