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Principle Wealth Partners LLCCoreConcentrated long-term

CIK: 0001743413 | MADISON, CT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR410$2.1B2026-11-02SEC ↗
Q2 2026
13F-HR398$2.0B2026-08-07SEC ↗
Q1 2026
13F-HR380$1.7B2026-05-07SEC ↗
Q4 2025
13F-HR372$1.8B2026-02-06SEC ↗
Q3 2025
13F-HR359$1.7B2025-11-03SEC ↗
Q2 2025
13F-HR358$1.6B2025-07-30SEC ↗
Q1 2025
13F-HR340$1.4B2025-05-06SEC ↗
Q4 2024
13F-HR334$1.4B2025-01-29SEC ↗
Q3 2024
13F-HR340$1.4B2024-11-13SEC ↗
Q2 2024
13F-HR325$1.3B2024-08-13SEC ↗
Q1 2024Amended
13F-HR/A344$1.3B2024-04-23SEC ↗
Q4 2023
13F-HR335$1.2B2024-02-05SEC ↗
Q3 2023
13F-HR319$995.2M2023-11-01SEC ↗
Q2 2023
13F-HR321$995.1M2023-07-31SEC ↗
Q1 2023
13F-HR313$935.4M2023-05-10SEC ↗
Q4 2022
13F-HR312$882.4M2023-02-02SEC ↗
Q3 2022
13F-HR302$69.7M2022-11-14SEC ↗
Q2 2022
13F-HR313$52.5M2022-08-02SEC ↗
Q1 2022
13F-HR325$44.2M2022-05-12SEC ↗
Q4 2021
13F-HR328$46.7M2022-02-11SEC ↗
Q3 2021
13F-HR342$46.6M2021-11-16SEC ↗
Q2 2021
13F-HR320$48.0M2021-08-13SEC ↗
Q1 2021
13F-HR294$47.3M2021-05-18SEC ↗
Q4 2020
13F-HR277$40.2M2021-02-16SEC ↗
Q3 2020
13F-HR155$14.9M2020-11-16SEC ↗
Q2 2020
13F-HR511$15.7M2020-08-14SEC ↗
Q1 2020
13F-HR137$11.2M2020-05-13SEC ↗
Q4 2019
13F-HR170$19.1M2020-02-04SEC ↗
Q3 2019
13F-HR165$6.7M2019-11-05SEC ↗
Q2 2019
13F-HR139$3.7M2019-11-05SEC ↗
Q1 2019
13F-HR128$3.0M2019-10-30SEC ↗
Q4 2018
13F-HR112$685.6K2019-10-11SEC ↗