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Disclosery

Principle Wealth Partners LLC: QQQ position timeline

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

Principle Wealth Partners LLC held 12,611 QQQ 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 12,611 shares
    Change vs previous 13F -53 shares

    0.46% of the 13F portfolio, value $9,286,838.

    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 12,664 shares
    Change vs previous 13F -466 shares

    0.42% of the 13F portfolio, value $7,309,152.

    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 13,130 shares
    Change vs previous 13F -2,404 shares

    0.45% of the 13F portfolio, value $8,066,169.

    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 15,534 shares
    Change vs previous 13F +2,296 shares

    0.54% of the 13F portfolio, value $9,326,327.

    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 13,238 shares
    Change vs previous 13F +53 shares

    0.46% of the 13F portfolio, value $7,302,426.

    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 13,185 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $6,182,774.

    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 13,185 shares
    Change vs previous 13F -24 shares

    0.47% of the 13F portfolio, value $6,740,638.

    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 13,209 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,447,000.

    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).