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Principle Wealth Partners LLC: TCAF position timeline

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

Principle Wealth Partners LLC held 345,953 TCAF 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 345,953 shares
    Change vs previous 13F -5,628 shares

    0.7% of the 13F portfolio, value $14,218,659.

    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 351,581 shares
    Change vs previous 13F +8,944 shares

    0.72% of the 13F portfolio, value $12,512,762.

    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 342,637 shares
    Change vs previous 13F -499 shares

    0.74% of the 13F portfolio, value $13,095,588.

    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 343,136 shares
    Change vs previous 13F +8,656 shares

    0.75% of the 13F portfolio, value $12,936,218.

    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 334,480 shares
    Change vs previous 13F +5,392 shares

    0.74% of the 13F portfolio, value $11,800,446.

    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 329,088 shares
    Change vs previous 13F +16,891 shares

    0.76% of the 13F portfolio, value $10,622,988.

    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 312,197 shares
    Change vs previous 13F +37,606 shares

    0.73% of the 13F portfolio, value $10,386,818.

    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 274,591 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,130,163.

    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).