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Disclosery

Principle Wealth Partners LLC: WM position timeline

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

Principle Wealth Partners LLC held 24,231 WM 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 24,231 shares
    Change vs previous 13F +243 shares

    0.27% of the 13F portfolio, value $5,400,527.

    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 23,988 shares
    Change vs previous 13F -899 shares

    0.32% of the 13F portfolio, value $5,512,130.

    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 24,887 shares
    Change vs previous 13F +992 shares

    0.31% of the 13F portfolio, value $5,467,992.

    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 23,895 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $5,276,804.

    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 23,893 shares
    Change vs previous 13F -112 shares

    0.34% of the 13F portfolio, value $5,467,245.

    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 24,005 shares
    Change vs previous 13F -155 shares

    0.4% of the 13F portfolio, value $5,557,536.

    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 24,160 shares
    Change vs previous 13F -835 shares

    0.34% of the 13F portfolio, value $4,875,281.

    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 24,995 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,188,900.

    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).