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Disclosery

Principle Wealth Partners LLC: VTI position timeline

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

Principle Wealth Partners LLC held 85,269 VTI 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 85,269 shares
    Change vs previous 13F +374 shares

    1.56% of the 13F portfolio, value $31,552,813.

    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 84,895 shares
    Change vs previous 13F -2,432 shares

    1.56% of the 13F portfolio, value $27,235,123.

    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 87,327 shares
    Change vs previous 13F +3,226 shares

    1.65% of the 13F portfolio, value $29,278,246.

    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 84,101 shares
    Change vs previous 13F -673 shares

    1.6% of the 13F portfolio, value $27,599,346.

    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 84,774 shares
    Change vs previous 13F -40 shares

    1.61% of the 13F portfolio, value $25,765,290.

    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 84,814 shares
    Change vs previous 13F -227 shares

    1.67% of the 13F portfolio, value $23,310,408.

    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 85,041 shares
    Change vs previous 13F -609 shares

    1.73% of the 13F portfolio, value $24,645,831.

    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 85,650 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $24,252,746.

    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).