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Disclosery

Principle Wealth Partners LLC: XMHQ position timeline

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

Principle Wealth Partners LLC held 56,075 XMHQ 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 56,075 shares
    Change vs previous 13F -1,163 shares

    0.31% of the 13F portfolio, value $6,329,774.

    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 57,238 shares
    Change vs previous 13F -1,790 shares

    0.34% of the 13F portfolio, value $5,916,733.

    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 59,028 shares
    Change vs previous 13F -3,448 shares

    0.34% of the 13F portfolio, value $6,045,619.

    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 62,476 shares
    Change vs previous 13F -5,348 shares

    0.38% of the 13F portfolio, value $6,557,505.

    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 67,824 shares
    Change vs previous 13F -4,335 shares

    0.42% of the 13F portfolio, value $6,663,002.

    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 72,159 shares
    Change vs previous 13F -2,077 shares

    0.47% of the 13F portfolio, value $6,604,753.

    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 74,236 shares
    Change vs previous 13F -83 shares

    0.51% of the 13F portfolio, value $7,310,035.

    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 74,319 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,623,659.

    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).