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Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

DOW holding history

Dow Inc. in every 13F filed by Principle Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q2 2026)
12,793
Value
$350.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DOW by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,793$350.0K<0.1%−189−1.5%ReducedHolders
Q1 202612,982$540.7K<0.1%00.0%UnchangedHolders
Q4 202512,982$303.5K<0.1%−2,066−13.7%ReducedHolders
Q3 202515,048$345.1K<0.1%+159+1.1%AddedHolders
Q2 202514,889$394.3K<0.1%−7,831−34.5%ReducedHolders
Q1 202522,720$793.4K0.1%−31,643−58.2%ReducedHolders
Q4 202454,363$2.18M0.2%−38,138−41.2%ReducedHolders
Q3 202492,501$5.05M0.4%+5,814+6.7%AddedHolders
Q2 202486,687$4.60M0.4%+432+0.5%AddedHolders
Q1 202486,255$5.00M0.4%+425+0.5%AddedHolders
Q4 202385,830$4.71M0.4%−700−0.8%ReducedHolders
Q3 202386,530$4.46M0.4%+888+1.0%AddedHolders
Q2 202385,642$4.56M0.5%+1,010+1.2%AddedHolders
Q1 202384,632$4.64M0.5%+3,247+4.0%AddedHolders
Q4 202281,385$4.10M0.5%−1,420−1.7%ReducedHolders
Q3 202282,805––+6,486+8.5%AddedHolders
Q2 202276,319$3.94M0.5%−1,084−1.4%ReducedHolders
Q1 202277,403$4.93M0.5%+356+0.5%AddedHolders
Q4 202177,047$1.37M0.1%+4,301+5.9%AddedHolders
Q3 202172,746$4.19M0.5%+2,880+4.1%AddedHolders
Q2 202169,866$4.42M0.5%−6,873−9.0%ReducedHolders
Q1 202176,739$4.91M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.