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Disclosery

Principle Wealth Partners LLC: XLG position timeline

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

Principle Wealth Partners LLC held 2,592,959 XLG 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 2,592,959 shares
    Change vs previous 13F +39,972 shares

    7.84% of the 13F portfolio, value $158,766,854.

    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 2,552,987 shares
    Change vs previous 13F +85,970 shares

    7.96% of the 13F portfolio, value $139,265,445.

    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 2,467,017 shares
    Change vs previous 13F -274,284 shares

    8.24% of the 13F portfolio, value $146,244,760.

    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 2,741,301 shares
    Change vs previous 13F +59,078 shares

    9.15% of the 13F portfolio, value $157,679,642.

    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 2,682,223 shares
    Change vs previous 13F +1,232,337 shares

    8.73% of the 13F portfolio, value $139,743,838.

    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 1,449,886 shares
    Change vs previous 13F +357,733 shares

    4.77% of the 13F portfolio, value $66,723,790.

    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 1,092,153 shares
    Change vs previous 13F +112,147 shares

    3.83% of the 13F portfolio, value $54,564,003.

    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 980,006 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $46,579,686.

    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).