Principle Wealth Partners LLC

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
PRIMECAP Odyssey Funds 13G
74160Q400
37.2% 10/28/2026
Event 10/23/2026
BNY Mellon ETF Trust II 13G
BKDV · 05613H100
7.5% 8/14/2026
Event 4/7/2026