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Disclosery

Principle Wealth Partners LLC: SPY position timeline

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

Principle Wealth Partners LLC held 18,688 SPY 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 18,688 shares
    Change vs previous 13F +1,175 shares

    0.69% of the 13F portfolio, value $13,955,366.

    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 17,513 shares
    Change vs previous 13F -953 shares

    0.65% of the 13F portfolio, value $11,389,649.

    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 18,466 shares
    Change vs previous 13F +211 shares

    0.71% of the 13F portfolio, value $12,592,199.

    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 18,255 shares
    Change vs previous 13F +65 shares

    0.71% of the 13F portfolio, value $12,161,351.

    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 18,190 shares
    Change vs previous 13F +10 shares

    0.7% of the 13F portfolio, value $11,238,756.

    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 18,180 shares
    Change vs previous 13F +59 shares

    0.73% of the 13F portfolio, value $10,169,775.

    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 18,121 shares
    Change vs previous 13F -80 shares

    0.75% of the 13F portfolio, value $10,620,363.

    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 18,201 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $10,443,052.

    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).