Skip to content
Disclosery

Principle Wealth Partners LLC: SDY position timeline

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

Principle Wealth Partners LLC held 20,917 SDY 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 20,917 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $3,183,149.

    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 20,942 shares
    Change vs previous 13F -360 shares

    0.17% of the 13F portfolio, value $3,056,275.

    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 21,302 shares
    Change vs previous 13F +1,389 shares

    0.17% of the 13F portfolio, value $2,964,386.

    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 19,913 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,788,816.

    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 19,913 shares
    Change vs previous 13F +1,950 shares

    0.17% of the 13F portfolio, value $2,702,791.

    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 17,963 shares
    Change vs previous 13F +650 shares

    0.17% of the 13F portfolio, value $2,437,220.

    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 17,313 shares
    Change vs previous 13F -290 shares

    0.16% of the 13F portfolio, value $2,287,047.

    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 17,603 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,500,330.

    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).