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Disclosery

Principle Wealth Partners LLC: PG position timeline

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

Principle Wealth Partners LLC held 74,709 PG 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 74,709 shares
    Change vs previous 13F +576 shares

    0.54% of the 13F portfolio, value $10,955,394.

    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 74,133 shares
    Change vs previous 13F -117 shares

    0.61% of the 13F portfolio, value $10,707,778.

    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 74,250 shares
    Change vs previous 13F +397 shares

    0.6% of the 13F portfolio, value $10,640,839.

    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 73,853 shares
    Change vs previous 13F +650 shares

    0.66% of the 13F portfolio, value $11,347,526.

    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 73,203 shares
    Change vs previous 13F +137 shares

    0.73% of the 13F portfolio, value $11,662,711.

    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 73,066 shares
    Change vs previous 13F -1,126 shares

    0.89% of the 13F portfolio, value $12,451,786.

    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 74,192 shares
    Change vs previous 13F -834 shares

    0.87% of the 13F portfolio, value $12,438,317.

    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 75,026 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $12,994,549.

    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).