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Disclosery

Principle Wealth Partners LLC: VYM position timeline

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

Principle Wealth Partners LLC held 111,870 VYM 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 111,870 shares
    Change vs previous 13F -1,686 shares

    0.87% of the 13F portfolio, value $17,678,805.

    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 113,556 shares
    Change vs previous 13F -5,392 shares

    0.96% of the 13F portfolio, value $16,817,607.

    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 118,948 shares
    Change vs previous 13F -712 shares

    0.96% of the 13F portfolio, value $17,071,487.

    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 119,660 shares
    Change vs previous 13F -272 shares

    0.98% of the 13F portfolio, value $16,866,130.

    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 119,932 shares
    Change vs previous 13F -351 shares

    1% of the 13F portfolio, value $15,988,183.

    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 120,283 shares
    Change vs previous 13F -5,846 shares

    1.11% of the 13F portfolio, value $15,511,716.

    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 126,129 shares
    Change vs previous 13F -5,160 shares

    1.13% of the 13F portfolio, value $16,092,871.

    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 131,289 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $16,831,294.

    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).