Filer · Institutional
Principle Wealth PartnersLLC
CIK 0001743413TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001951757-26-000791 · filed 2026-05-07
380
positions
Q4 202513F-HR
0001951757-26-000397 · filed 2026-02-06
372
positions
Q3 202513F-HR
0001951757-25-001250 · filed 2025-11-03
359
positions
Q2 202513F-HR
0001951757-25-001006 · filed 2025-07-30
358
positions
Q1 202513F-HR
0001951757-25-000521 · filed 2025-05-06
340
positions
Q4 202413F-HR
0001951757-25-000146 · filed 2025-01-29
334
positions
Q3 202413F-HR
0001951757-24-001201 · filed 2024-11-13
340
positions
Q2 202413F-HR
0001951757-24-000754 · filed 2024-08-13
325
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.