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Disclosery

Principle Wealth Partners LLC: PEP position timeline

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

Principle Wealth Partners LLC held 25,630 PEP 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 25,630 shares
    Change vs previous 13F +583 shares

    0.17% of the 13F portfolio, value $3,470,246.

    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 25,047 shares
    Change vs previous 13F +288 shares

    0.22% of the 13F portfolio, value $3,889,600.

    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 24,759 shares
    Change vs previous 13F +6,045 shares

    0.2% of the 13F portfolio, value $3,553,426.

    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 18,714 shares
    Change vs previous 13F -2,447 shares

    0.15% of the 13F portfolio, value $2,628,170.

    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 21,161 shares
    Change vs previous 13F -8,159 shares

    0.17% of the 13F portfolio, value $2,794,098.

    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 29,320 shares
    Change vs previous 13F -99 shares

    0.31% of the 13F portfolio, value $4,396,241.

    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 29,419 shares
    Change vs previous 13F -2,565 shares

    0.31% of the 13F portfolio, value $4,473,453.

    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 31,984 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,438,892.

    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).