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Disclosery

Principle Wealth Partners LLC: SMTH position timeline

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

Principle Wealth Partners LLC held 642,470 SMTH 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 642,470 shares
    Change vs previous 13F -34,095 shares

    0.82% of the 13F portfolio, value $16,537,184.

    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 676,565 shares
    Change vs previous 13F -34,373 shares

    1% of the 13F portfolio, value $17,424,929.

    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 710,938 shares
    Change vs previous 13F -55,373 shares

    1.04% of the 13F portfolio, value $18,534,159.

    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 766,311 shares
    Change vs previous 13F -18,932 shares

    1.16% of the 13F portfolio, value $20,046,709.

    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 785,243 shares
    Change vs previous 13F -212,592 shares

    1.27% of the 13F portfolio, value $20,298,539.

    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 997,835 shares
    Change vs previous 13F -84,743 shares

    1.85% of the 13F portfolio, value $25,828,961.

    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 1,082,578 shares
    Change vs previous 13F -75,019 shares

    1.94% of the 13F portfolio, value $27,627,398.

    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 1,157,597 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $30,606,878.

    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).