Skip to content
Disclosery

Principle Wealth Partners LLC: JEPQ position timeline

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

Principle Wealth Partners LLC held 156,531 JEPQ 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 156,531 shares
    Change vs previous 13F +4,597 shares

    0.47% of the 13F portfolio, value $9,620,387.

    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 151,934 shares
    Change vs previous 13F +6,827 shares

    0.48% of the 13F portfolio, value $8,435,381.

    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 145,107 shares
    Change vs previous 13F +2,435 shares

    0.48% of the 13F portfolio, value $8,433,609.

    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 142,672 shares
    Change vs previous 13F +614 shares

    0.48% of the 13F portfolio, value $8,206,472.

    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 142,058 shares
    Change vs previous 13F +24,515 shares

    0.48% of the 13F portfolio, value $7,727,975.

    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 117,543 shares
    Change vs previous 13F +32,037 shares

    0.44% of the 13F portfolio, value $6,086,403.

    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 85,506 shares
    Change vs previous 13F -940 shares

    0.34% of the 13F portfolio, value $4,820,850.

    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 86,446 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,748,481.

    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).