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Disclosery

Principle Wealth Partners LLC: PFE position timeline

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

Principle Wealth Partners LLC held 160,668 PFE 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 160,668 shares
    Change vs previous 13F -2,773 shares

    0.19% of the 13F portfolio, value $3,868,897.

    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 163,441 shares
    Change vs previous 13F +6,223 shares

    0.26% of the 13F portfolio, value $4,589,432.

    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 157,218 shares
    Change vs previous 13F -4,817 shares

    0.22% of the 13F portfolio, value $3,914,729.

    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 162,035 shares
    Change vs previous 13F -1,508 shares

    0.24% of the 13F portfolio, value $4,128,649.

    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 163,543 shares
    Change vs previous 13F -10,333 shares

    0.25% of the 13F portfolio, value $3,964,271.

    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 173,876 shares
    Change vs previous 13F -16,141 shares

    0.31% of the 13F portfolio, value $4,406,028.

    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 190,017 shares
    Change vs previous 13F -3,657 shares

    0.35% of the 13F portfolio, value $5,041,151.

    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 193,674 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,604,916.

    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).