Principle Wealth Partners LLC: IWR position timeline

Principle Wealth Partners LLC held 2,267 IWR 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 2,267 shares

   Change vs previous 13F +96 shares

   0.01% of the 13F portfolio, value $250,120.

   13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,171 shares

   Change vs previous 13F -371 shares

   0.01% of the 13F portfolio, value $211,067.

   13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,542 shares

   Change vs previous 13F +2 shares

   0.01% of the 13F portfolio, value $244,701.

   13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,540 shares

   Change vs previous 13F -320 shares

   0.01% of the 13F portfolio, value $245,203.

   13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,860 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $263,040.

   13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).