Skip to content
Disclosery

Principle Wealth Partners LLC: TFC position timeline

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

Principle Wealth Partners LLC held 66,088 TFC 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 66,088 shares
    Change vs previous 13F +279 shares

    0.16% of the 13F portfolio, value $3,292,496.

    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 65,809 shares
    Change vs previous 13F +2,509 shares

    0.17% of the 13F portfolio, value $3,025,252.

    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 63,300 shares
    Change vs previous 13F +517 shares

    0.18% of the 13F portfolio, value $3,115,017.

    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 62,783 shares
    Change vs previous 13F -263 shares

    0.17% of the 13F portfolio, value $2,870,430.

    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 63,046 shares
    Change vs previous 13F -1,529 shares

    0.17% of the 13F portfolio, value $2,710,327.

    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 64,575 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $2,657,269.

    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 64,558 shares
    Change vs previous 13F -1,954 shares

    0.2% of the 13F portfolio, value $2,800,526.

    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 66,512 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,844,702.

    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).