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Disclosery

Principle Wealth Partners LLC: PM position timeline

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

Principle Wealth Partners LLC held 35,368 PM 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 35,368 shares
    Change vs previous 13F +352 shares

    0.32% of the 13F portfolio, value $6,398,501.

    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 35,016 shares
    Change vs previous 13F -28 shares

    0.33% of the 13F portfolio, value $5,789,539.

    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 35,044 shares
    Change vs previous 13F +869 shares

    0.32% of the 13F portfolio, value $5,621,117.

    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 34,175 shares
    Change vs previous 13F -248 shares

    0.32% of the 13F portfolio, value $5,543,221.

    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 34,423 shares
    Change vs previous 13F -273 shares

    0.39% of the 13F portfolio, value $6,269,486.

    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 34,696 shares
    Change vs previous 13F -487 shares

    0.39% of the 13F portfolio, value $5,507,394.

    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 35,183 shares
    Change vs previous 13F -372 shares

    0.3% of the 13F portfolio, value $4,234,325.

    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 35,555 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,316,437.

    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).