Skip to main content

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

WFC.PL holding history

Wells Fargo & Company 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.

WFC.PL overviewAll 13F holders of WFC.PLFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of WFC.PL by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−374−100.0%Sold outHolders
Q1 2024374$456.0K<0.1%+124+49.6%AddedHolders
Q4 2023250$298.9K<0.1%00.0%UnchangedHolders
Q3 2023250$278.8K<0.1%00.0%UnchangedHolders
Q2 2023250$288.0K<0.1%00.0%UnchangedHolders
Q1 2023250$294.1K<0.1%00.0%UnchangedHolders
Q4 2022250$296.3K<0.1%00.0%UnchangedHolders
Q3 2022250$301.0K<0.1%00.0%UnchangedHolders
Q2 2022250$304.0K<0.1%−156−38.4%ReducedHolders
Q1 2022406$538.0K0.1%00.0%UnchangedHolders
Q4 2021406$605.0K0.1%+406NewHolders