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Disclosery

Principle Wealth Partners LLC: VB position timeline

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

Principle Wealth Partners LLC held 9,658 VB 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 9,658 shares
    Change vs previous 13F +21 shares

    0.14% of the 13F portfolio, value $2,927,433.

    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 9,637 shares
    Change vs previous 13F -36 shares

    0.14% of the 13F portfolio, value $2,524,165.

    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 9,673 shares
    Change vs previous 13F +52 shares

    0.14% of the 13F portfolio, value $2,495,081.

    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 9,621 shares
    Change vs previous 13F -73 shares

    0.14% of the 13F portfolio, value $2,446,381.

    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 9,694 shares
    Change vs previous 13F -245 shares

    0.14% of the 13F portfolio, value $2,297,267.

    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 9,939 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $2,204,179.

    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 9,936 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $2,387,498.

    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 9,930 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,355,610.

    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).