Skip to content
Disclosery

Principle Wealth Partners LLC: VST position timeline

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

Principle Wealth Partners LLC held 14,704 VST 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 14,704 shares
    Change vs previous 13F +43 shares

    0.12% of the 13F portfolio, value $2,332,503.

    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 14,661 shares
    Change vs previous 13F +199 shares

    0.13% of the 13F portfolio, value $2,203,936.

    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 14,462 shares
    Change vs previous 13F +73 shares

    0.13% of the 13F portfolio, value $2,333,232.

    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 14,389 shares
    Change vs previous 13F -641 shares

    0.16% of the 13F portfolio, value $2,819,156.

    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 15,030 shares
    Change vs previous 13F +3,950 shares

    0.18% of the 13F portfolio, value $2,913,005.

    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 11,080 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,301,253.

    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).