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Disclosery

Principle Wealth Partners LLC: SPGP position timeline

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

Principle Wealth Partners LLC held 32,150 SPGP 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 32,150 shares
    Change vs previous 13F -966 shares

    0.19% of the 13F portfolio, value $3,931,642.

    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 33,116 shares
    Change vs previous 13F -12,290 shares

    0.2% of the 13F portfolio, value $3,563,959.

    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 45,406 shares
    Change vs previous 13F -1,622 shares

    0.29% of the 13F portfolio, value $5,169,912.

    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 47,028 shares
    Change vs previous 13F -65,916 shares

    0.31% of the 13F portfolio, value $5,343,369.

    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 112,944 shares
    Change vs previous 13F -6,522 shares

    0.76% of the 13F portfolio, value $12,164,039.

    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 119,466 shares
    Change vs previous 13F +4,656 shares

    0.85% of the 13F portfolio, value $11,932,300.

    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 114,810 shares
    Change vs previous 13F +4,990 shares

    0.85% of the 13F portfolio, value $12,041,296.

    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 109,820 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $11,494,829.

    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).