Principle Wealth Partners LLC: XMMO position timeline

Principle Wealth Partners LLC held 60,388 XMMO 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 60,388 shares

   Change vs previous 13F +16,268 shares

   0.51% of the 13F portfolio, value $10,274,374.

   13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 44,120 shares

   Change vs previous 13F +5,344 shares

   0.37% of the 13F portfolio, value $6,398,337.

   13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 38,776 shares

   Change vs previous 13F +24,507 shares

   0.3% of the 13F portfolio, value $5,368,919.

   13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 14,269 shares

   Change vs previous 13F +12,530 shares

   0.11% of the 13F portfolio, value $1,929,535.

   13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,739 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $223,705.

   13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).