Current Market Value 1,601,119,977
Current Holdings 358
Most Recent File Date 2025-07-30
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Principle Wealth Partners Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 358 1,601,120
2025-05-06 2025-03-31 13F-HR 340 1,399,075
2025-01-29 2024-12-31 13F-HR 334 1,424,854
2024-11-13 2024-09-30 13F-HR 340 1,411,856
2024-08-13 2024-06-30 13F-HR 325 1,313,872
2024-04-23 2024-03-31 13F-HR/A 1 R 344 1,280,426
2024-04-23 2024-03-31 13F-HR 344 1,280,426
2024-02-05 2023-12-31 13F-HR 335 1,161,611
2023-11-01 2023-09-30 13F-HR 319 995,150
2023-07-31 2023-06-30 13F-HR 321 995,134
2023-05-10 2023-03-31 13F-HR 313 935,378
2023-02-02 2022-12-31 13F-HR 312 882,438
2022-11-14 2022-09-30 13F-HR 293 1,060,330
2022-08-02 2022-06-30 13F-HR 303 830,972
2022-05-12 2022-03-31 13F-HR 315 950,987
2022-02-11 2021-12-31 13F-HR 319 952,433
2021-11-16 2021-09-30 13F-HR 307 866,100
2021-08-13 2021-06-30 13F-HR 311 880,678
2021-05-18 2021-03-31 13F-HR 286 855,177
2021-02-16 2020-12-31 13F-HR 272 758,955
2020-11-16 2020-09-30 13F-HR 152 358,876
2020-08-14 2020-06-30 13F-HR 476 340,567
2020-05-13 2020-03-31 13F-HR 136 266,492
2020-02-04 2019-12-31 13F-HR 166 313,135
2019-11-05 2019-09-30 13F-HR 165 289,265
2019-11-05 2019-06-30 13F-HR 139 194,378
2019-10-30 2019-03-31 13F-HR 128 174,851
2019-10-10 2018-12-31 13F-HR 112 119,166