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Disclosery

Principle Wealth Partners LLC: VGT position timeline

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

Principle Wealth Partners LLC held 138,294 VGT 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 138,294 shares
    Change vs previous 13F +120,897 shares

    0.82% of the 13F portfolio, value $16,528,932.

    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 17,397 shares
    Change vs previous 13F +500 shares

    0.69% of the 13F portfolio, value $12,137,984.

    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 16,897 shares
    Change vs previous 13F -452 shares

    0.72% of the 13F portfolio, value $12,736,692.

    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 17,349 shares
    Change vs previous 13F -119 shares

    0.75% of the 13F portfolio, value $12,952,952.

    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 17,468 shares
    Change vs previous 13F -293 shares

    0.72% of the 13F portfolio, value $11,586,137.

    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 17,761 shares
    Change vs previous 13F +63 shares

    0.69% of the 13F portfolio, value $9,633,563.

    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 17,698 shares
    Change vs previous 13F -383 shares

    0.77% of the 13F portfolio, value $11,005,237.

    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 18,081 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $10,604,872.

    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).