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Disclosery

Principle Wealth Partners LLC: NOW position timeline

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

Principle Wealth Partners LLC held 18,182 NOW 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 18,182 shares
    Change vs previous 13F +2,589 shares

    0.09% of the 13F portfolio, value $1,805,097.

    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 15,593 shares
    Change vs previous 13F +3,869 shares

    0.09% of the 13F portfolio, value $1,630,235.

    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 11,724 shares
    Change vs previous 13F +9,746 shares

    0.1% of the 13F portfolio, value $1,795,983.

    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 1,978 shares
    Change vs previous 13F -90 shares

    0.11% of the 13F portfolio, value $1,820,479.

    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 2,068 shares
    Change vs previous 13F -18 shares

    0.13% of the 13F portfolio, value $2,126,253.

    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 2,086 shares
    Change vs previous 13F -40 shares

    0.12% of the 13F portfolio, value $1,660,891.

    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 2,126 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $2,253,815.

    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 2,226 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,990,912.

    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).