Principle Wealth Partners LLC
Position in SMOT — VanEck Morningstar SMID Moat ETF
CIK 1743413
MADISON, CT
All Filings in SMOT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMOT | $408,907 | 11,620 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 SMOT | $430,924 | 11,904 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 SMOT | $440,464 | 12,208 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 SMOT | $424,838 | 12,208 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 SMOT | $26,437,462 | 806,266 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 SMOT | $26,893,287 | 780,194 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 SMOT | $27,181,843 | 775,959 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 SMOT | $24,859,382 | 777,828 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SMOT | $24,779,243 | 726,451 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 SMOT | $20,759,917 | 659,045 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 SMOT | $16,586,527 | 583,519 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 SMOT | $13,964,097 | 466,247 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||