Principle Wealth Partners LLC
CIK
0001743413
City
MADISON
State / Country
CT
Holdings in NMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $112,090 | 11,000 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $116,490 | 11,000 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $114,070 | 11,000 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $120,010 | 11,000 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $118,910 | 11,000 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $128,260 | 11,000 | Shares | Sole | 2024-11-13 |
| 2024-03-31 | $116,160 | 11,000 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $108,680 | 11,000 | Shares | Sole | 2024-02-05 |
| 2022-03-31 | $380,347 | 29,235 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $441,443 | 29,196 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $429,870 | 29,124 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $447,433 | 29,073 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $179,740 | 12,456 | Shares | Sole | 2021-05-18 |
| 2020-12-31 | $179,615 | 12,456 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $148,390 | 11,000 | Shares | Sole | 2020-11-16 |