Principle Wealth Partners LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Madison, CT
CIK
0001743413
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 313 935,378 13F-HR 5/10/2023 000195175723000281 Principle Wealth Partners LLC
Q4 2022 312 882,437 13F-HR 2/2/2023 000174341323000001 Principle Wealth Partners LLC
Q3 2022 293 1,060,330 13F-HR 11/14/2022 000174341322000004 Principle Wealth Partners LLC
Q2 2022 303 830,972 13F-HR 8/2/2022 000174341322000003 Principle Wealth Partners LLC
Q1 2022 315 950,987 13F-HR 5/12/2022 000174341322000002 Principle Wealth Partners LLC
Q4 2021 319 952,433 13F-HR 2/11/2022 000174341322000001 Principle Wealth Partners LLC
Q3 2021 307 866,100 13F-HR 11/15/2021 000174341321000004 Principle Wealth Partners LLC
Q2 2021 311 880,678 13F-HR 8/13/2021 000174341321000003 Principle Wealth Partners LLC
Q1 2021 286 855,177 13F-HR 5/17/2021 000174341321000002 Principle Wealth Partners LLC
Q4 2020 272 758,955 13F-HR 2/16/2021 000174341321000001 Principle Wealth Partners LLC
Q3 2020 152 358,876 13F-HR 11/16/2020 000174341320000005 Principle Wealth Partners LLC
Q2 2020 476 340,567 13F-HR 8/14/2020 000174341320000004 Principle Wealth Partners LLC
Q1 2020 136 266,492 13F-HR 5/13/2020 000174341320000002 Principle Wealth Partners LLC
Q4 2019 166 313,135 13F-HR 2/4/2020 000174341320000001 Principle Wealth Partners LLC
Q3 2019 165 289,265 13F-HR 11/5/2019 000174341319000005 Principle Wealth Partners LLC
Q2 2019 139 194,378 13F-HR 11/5/2019 000174341319000004 Principle Wealth Partners LLC
Q1 2019 128 174,851 13F-HR 10/30/2019 000174341319000003 Principle Wealth Partners LLC
Q4 2018 112 119,166 13F-HR 10/11/2019 000174341319000001 Principle Wealth Partners LLC