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Disclosery

Principle Wealth Partners LLC: META position timeline

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

Principle Wealth Partners LLC held 23,496 META 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 23,496 shares
    Change vs previous 13F +1,386 shares

    0.65% of the 13F portfolio, value $13,234,866.

    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 22,110 shares
    Change vs previous 13F +2,430 shares

    0.72% of the 13F portfolio, value $12,649,990.

    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 19,680 shares
    Change vs previous 13F +4,221 shares

    0.73% of the 13F portfolio, value $12,990,743.

    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 15,459 shares
    Change vs previous 13F -183 shares

    0.66% of the 13F portfolio, value $11,353,097.

    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 15,642 shares
    Change vs previous 13F +4,405 shares

    0.72% of the 13F portfolio, value $11,544,835.

    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 11,237 shares
    Change vs previous 13F +1,029 shares

    0.46% of the 13F portfolio, value $6,476,880.

    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 10,208 shares
    Change vs previous 13F +168 shares

    0.42% of the 13F portfolio, value $5,977,202.

    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 10,040 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,747,025.

    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).