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Disclosery

Principle Wealth Partners LLC: XLV position timeline

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

Principle Wealth Partners LLC held 19,682 XLV 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 19,682 shares
    Change vs previous 13F +132 shares

    0.15% of the 13F portfolio, value $3,122,669.

    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 19,550 shares
    Change vs previous 13F -939 shares

    0.16% of the 13F portfolio, value $2,866,237.

    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 20,489 shares
    Change vs previous 13F +64 shares

    0.18% of the 13F portfolio, value $3,171,652.

    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 20,425 shares
    Change vs previous 13F +1,509 shares

    0.17% of the 13F portfolio, value $2,842,488.

    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 18,916 shares
    Change vs previous 13F -255 shares

    0.16% of the 13F portfolio, value $2,549,666.

    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 19,171 shares
    Change vs previous 13F -802 shares

    0.2% of the 13F portfolio, value $2,799,245.

    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 19,973 shares
    Change vs previous 13F -990 shares

    0.19% of the 13F portfolio, value $2,747,786.

    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 20,963 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,228,666.

    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).