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Disclosery

Principle Wealth Partners LLC: PLTR position timeline

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

Principle Wealth Partners LLC held 32,588 PLTR 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 32,588 shares
    Change vs previous 13F +2,817 shares

    0.19% of the 13F portfolio, value $3,802,043.

    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 29,771 shares
    Change vs previous 13F +7,149 shares

    0.25% of the 13F portfolio, value $4,354,945.

    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 22,622 shares
    Change vs previous 13F +384 shares

    0.23% of the 13F portfolio, value $4,021,146.

    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 22,238 shares
    Change vs previous 13F -2,316 shares

    0.24% of the 13F portfolio, value $4,056,688.

    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 24,554 shares
    Change vs previous 13F +2,872 shares

    0.21% of the 13F portfolio, value $3,347,267.

    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 21,682 shares
    Change vs previous 13F +9,393 shares

    0.13% of the 13F portfolio, value $1,830,013.

    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 12,289 shares
    Change vs previous 13F -9,111 shares

    0.07% of the 13F portfolio, value $929,433.

    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 21,400 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $796,069.

    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).