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Disclosery

Principle Wealth Partners LLC: WMT position timeline

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

Principle Wealth Partners LLC held 35,329 WMT 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 35,329 shares
    Change vs previous 13F +382 shares

    0.2% of the 13F portfolio, value $4,001,379.

    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 34,947 shares
    Change vs previous 13F -238 shares

    0.25% of the 13F portfolio, value $4,343,231.

    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 35,185 shares
    Change vs previous 13F +15,934 shares

    0.22% of the 13F portfolio, value $3,919,932.

    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 19,251 shares
    Change vs previous 13F -1,307 shares

    0.12% of the 13F portfolio, value $1,983,967.

    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 20,558 shares
    Change vs previous 13F +2,418 shares

    0.13% of the 13F portfolio, value $2,010,156.

    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 18,140 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,592,537.

    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 18,140 shares
    Change vs previous 13F -203 shares

    0.12% of the 13F portfolio, value $1,638,976.

    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 18,343 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,481,222.

    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).