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Disclosery

Principle Wealth Partners LLC: VZ position timeline

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

Principle Wealth Partners LLC held 40,609 VZ 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 40,609 shares
    Change vs previous 13F -577 shares

    0.08% of the 13F portfolio, value $1,719,376.

    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 41,186 shares
    Change vs previous 13F +508 shares

    0.12% of the 13F portfolio, value $2,067,514.

    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 40,678 shares
    Change vs previous 13F -1,472 shares

    0.09% of the 13F portfolio, value $1,656,828.

    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 42,150 shares
    Change vs previous 13F -3,148 shares

    0.11% of the 13F portfolio, value $1,852,486.

    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 45,298 shares
    Change vs previous 13F -416 shares

    0.12% of the 13F portfolio, value $1,960,064.

    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 45,714 shares
    Change vs previous 13F +1,761 shares

    0.15% of the 13F portfolio, value $2,073,607.

    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 43,953 shares
    Change vs previous 13F +3,474 shares

    0.12% of the 13F portfolio, value $1,757,678.

    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 40,479 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,817,903.

    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).