Principle Wealth Partners LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on T, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 38,076 T shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 38,076 sharesChange vs previous 13F -2,814 shares
0.04% of the 13F portfolio, value $788,167.
13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,890 sharesChange vs previous 13F +4,251 shares
0.07% of the 13F portfolio, value $1,185,404.
13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,639 sharesChange vs previous 13F +2,385 shares
0.05% of the 13F portfolio, value $910,105.
13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,254 sharesChange vs previous 13F +2,219 shares
0.06% of the 13F portfolio, value $967,327.
13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,035 sharesChange vs previous 13F +2,505 shares
0.06% of the 13F portfolio, value $927,099.
13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,530 sharesChange vs previous 13F -111 shares
0.06% of the 13F portfolio, value $835,115.
13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,641 sharesChange vs previous 13F -3,272 shares
0.05% of the 13F portfolio, value $674,942.
13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,913 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $724,086.
13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).