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Disclosery

Principle Wealth Partners LLC: VUG position timeline

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

Principle Wealth Partners LLC held 732,355 VUG 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 732,355 shares
    Change vs previous 13F +609,536 shares

    3.11% of the 13F portfolio, value $63,085,071.

    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 122,819 shares
    Change vs previous 13F +379 shares

    3.07% of the 13F portfolio, value $53,646,020.

    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 122,440 shares
    Change vs previous 13F -5,372 shares

    3.37% of the 13F portfolio, value $59,733,560.

    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 127,812 shares
    Change vs previous 13F +175 shares

    3.56% of the 13F portfolio, value $61,299,740.

    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 127,637 shares
    Change vs previous 13F +3,095 shares

    3.49% of the 13F portfolio, value $55,956,031.

    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 124,542 shares
    Change vs previous 13F +4,003 shares

    3.3% of the 13F portfolio, value $46,182,521.

    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 120,539 shares
    Change vs previous 13F -953 shares

    3.47% of the 13F portfolio, value $49,474,202.

    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 121,492 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $46,644,293.

    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).