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Disclosery

Principle Wealth Partners LLC: JAAA position timeline

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

Principle Wealth Partners LLC held 10,327 JAAA 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 10,327 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $521,407.

    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 10,302 shares
    Change vs previous 13F -1,956 shares

    0.03% of the 13F portfolio, value $518,922.

    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 12,258 shares
    Change vs previous 13F -806 shares

    0.03% of the 13F portfolio, value $620,031.

    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 13,064 shares
    Change vs previous 13F +5,434 shares

    0.04% of the 13F portfolio, value $663,403.

    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 7,630 shares
    Change vs previous 13F +3,012 shares

    0.02% of the 13F portfolio, value $387,232.

    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 4,618 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $234,188.

    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).