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Disclosery

Principle Wealth Partners LLC: PWRD position timeline

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

Principle Wealth Partners LLC held 152,553 PWRD 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 152,553 shares
    Change vs previous 13F +69,724 shares

    0.93% of the 13F portfolio, value $18,757,877.

    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 82,829 shares
    Change vs previous 13F +34,852 shares

    0.46% of the 13F portfolio, value $8,097,865.

    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 47,977 shares
    Change vs previous 13F +33,767 shares

    0.26% of the 13F portfolio, value $4,613,220.

    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 14,210 shares
    Change vs previous 13F +10,010 shares

    0.08% of the 13F portfolio, value $1,388,192.

    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 4,200 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $378,714.

    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 4,200 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $292,932.

    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).