Principle Wealth Partners LLC: VDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on VDC, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 3,000 VDC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,000 sharesChange vs previous 13F -89 shares
0.03% of the 13F portfolio, value $676,470.
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 3,089 sharesChange vs previous 13F +89 shares
0.04% of the 13F portfolio, value $693,843.
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 3,000 sharesChange vs previous 13F -28 shares
0.04% of the 13F portfolio, value $633,720.
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 3,028 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $647,174.
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 3,028 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $663,132.
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 3,028 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $662,587.
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 3,028 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $640,059.
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 3,028 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $661,557.
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).