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Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

VTRS holding history

Viatris 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.

VTRS overviewAll 13F holders of VTRSFull Q2 2026 holdings

Shares (Q2 2026)
12,224
Value
$194.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of VTRS by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,224$194.1K<0.1%−18−0.1%ReducedHolders
Q1 202612,242$165.4K<0.1%00.0%UnchangedHolders
Q4 202512,242$152.4K<0.1%00.0%UnchangedHolders
Q3 202512,242$121.2K<0.1%−12−0.1%ReducedHolders
Q2 202512,254$109.4K<0.1%+12+0.1%AddedHolders
Q1 202512,242$106.6K<0.1%−38−0.3%ReducedHolders
Q4 202412,280$152.9K<0.1%−29−0.2%ReducedHolders
Q3 202412,309$142.9K<0.1%+12,309NewHolders
Q2 20240$00.0%−12,424−100.0%Sold outHolders
Q1 202412,424$148.3K<0.1%−86−0.7%ReducedHolders
Q4 202312,510$135.5K<0.1%−93−0.7%ReducedHolders
Q3 202312,603$124.3K<0.1%−13,726−52.1%ReducedHolders
Q2 202326,329$262.8K<0.1%−109−0.4%ReducedHolders
Q1 202326,438$254.3K<0.1%−110.0%ReducedHolders
Q4 202226,449$294.4K<0.1%−505−1.9%ReducedHolders
Q3 202226,954$230.0K<0.1%−2,498−8.5%ReducedHolders
Q2 202229,452$308.0K<0.1%−2,392−7.5%ReducedHolders
Q1 202231,844$346.0K<0.1%−2,960−8.5%ReducedHolders
Q4 202134,804$471.0K<0.1%−842−2.4%ReducedHolders
Q3 202135,646$483.0K0.1%−3,049−7.9%ReducedHolders
Q2 202138,695$553.0K0.1%−5,565−12.6%ReducedHolders
Q1 202144,260$618.0K0.1%––Holders

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