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Disclosery

Principle Wealth Partners LLC: SMH position timeline

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

Principle Wealth Partners LLC held 62,788 SMH 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 62,788 shares
    Change vs previous 13F +5,939 shares

    2.03% of the 13F portfolio, value $41,182,301.

    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 56,849 shares
    Change vs previous 13F -1,853 shares

    1.25% of the 13F portfolio, value $21,796,002.

    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 58,702 shares
    Change vs previous 13F -6,470 shares

    1.19% of the 13F portfolio, value $21,140,409.

    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 65,172 shares
    Change vs previous 13F +1,259 shares

    1.23% of the 13F portfolio, value $21,269,647.

    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 63,913 shares
    Change vs previous 13F -6,782 shares

    1.11% of the 13F portfolio, value $17,823,969.

    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 70,695 shares
    Change vs previous 13F +8,863 shares

    1.07% of the 13F portfolio, value $14,950,010.

    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 61,832 shares
    Change vs previous 13F +1,208 shares

    1.05% of the 13F portfolio, value $14,973,974.

    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 60,624 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $14,880,098.

    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).