Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

PM holding history

Philip Morris International 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.

PM overview All 13F holders of PM Full Q2 2026 holdings

Shares (Q2 2026): 35,368
Value: $6.40M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PM by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,368	$6.40M	0.3%	+352+1.0%	Added	Holders
Q1 2026	35,016	$5.79M	0.3%	−28−0.1%	Reduced	Holders
Q4 2025	35,044	$5.62M	0.3%	+869+2.5%	Added	Holders
Q3 2025	34,175	$5.54M	0.3%	−248−0.7%	Reduced	Holders
Q2 2025	34,423	$6.27M	0.4%	−273−0.8%	Reduced	Holders
Q1 2025	34,696	$5.51M	0.4%	−487−1.4%	Reduced	Holders
Q4 2024	35,183	$4.23M	0.3%	−372−1.0%	Reduced	Holders
Q3 2024	35,555	$4.32M	0.3%	−136−0.4%	Reduced	Holders
Q2 2024	35,691	$3.62M	0.3%	+276+0.8%	Added	Holders
Q1 2024	35,415	$3.24M	0.3%	+792+2.3%	Added	Holders
Q4 2023	34,623	$3.26M	0.3%	−635−1.8%	Reduced	Holders
Q3 2023	35,258	$3.26M	0.3%	+314+0.9%	Added	Holders
Q2 2023	34,944	$3.41M	0.3%	−1,515−4.2%	Reduced	Holders
Q1 2023	36,459	$3.55M	0.4%	−387−1.1%	Reduced	Holders
Q4 2022	36,846	$3.73M	0.4%	−30.0%	Reduced	Holders
Q3 2022	36,849	$3.06M	0.4%	+1,164+3.3%	Added	Holders
Q2 2022	35,685	$3.52M	0.4%	−1,583−4.2%	Reduced	Holders
Q1 2022	37,268	$3.50M	0.4%	+836+2.3%	Added	Holders
Q4 2021	36,432	$3.46M	0.4%	+38+0.1%	Added	Holders
Q3 2021	36,394	$3.45M	0.4%	−37−0.1%	Reduced	Holders
Q2 2021	36,431	$3.61M	0.4%	−2,477−6.4%	Reduced	Holders
Q1 2021	38,908	$3.45M	0.4%	–	–	Holders

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