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Disclosery

Principle Wealth Partners LLC: VIG position timeline

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

Principle Wealth Partners LLC held 226,788 VIG 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 226,788 shares
    Change vs previous 13F -1,093 shares

    2.65% of the 13F portfolio, value $53,662,534.

    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 227,881 shares
    Change vs previous 13F -3,814 shares

    2.8% of the 13F portfolio, value $49,008,122.

    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 231,695 shares
    Change vs previous 13F -12,538 shares

    2.87% of the 13F portfolio, value $50,922,004.

    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 244,233 shares
    Change vs previous 13F +690 shares

    3.06% of the 13F portfolio, value $52,702,989.

    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 243,543 shares
    Change vs previous 13F +853 shares

    3.11% of the 13F portfolio, value $49,846,036.

    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 242,690 shares
    Change vs previous 13F -7,227 shares

    3.37% of the 13F portfolio, value $47,079,506.

    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 249,917 shares
    Change vs previous 13F -3,506 shares

    3.43% of the 13F portfolio, value $48,941,332.

    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 253,423 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $50,192,887.

    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).