Skip to content
Disclosery

Principle Wealth Partners LLC: ITOT position timeline

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

Principle Wealth Partners LLC held 3,338 ITOT 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 3,338 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $548,358.

    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 3,336 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $475,087.

    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 3,333 shares
    Change vs previous 13F -1,628 shares

    0.03% of the 13F portfolio, value $495,627.

    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 4,961 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $722,551.

    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 4,956 shares
    Change vs previous 13F +2,626 shares

    0.04% of the 13F portfolio, value $669,269.

    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 2,330 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $284,283.

    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 2,329 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $299,556.

    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 2,329 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $292,569.

    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).