Principle Wealth Partners LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1743413 MADISON, CT

Position in WPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$937,422

-$155,987 QoQ

Shares Held

8,346

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#425

of 849 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Principle Wealth Partners LLC holds $1,712,863 across 2 Gold names. WPM ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPM	Wheaton Precious Metals Corp. This page	8,346	$937,422
2	OR	OR Royalties Inc.	24,516	$775,441

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$937,422	8,346	0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,093,409	8,346	0.0%	Shares	Sole	2026-05-07
2025-12-31	$980,821	8,346	0.0%	Shares	Sole	2026-02-06
2025-09-30	$933,416	8,346	0.0%	Shares	Sole	2025-11-03
2025-06-30	$749,470	8,346	-19.3%	Shares	Sole	2025-07-30
2025-03-31	$803,159	10,346	0.0%	Shares	Sole	2025-05-06
2024-12-31	$581,859	10,346	0.0%	Shares	Sole	2025-01-29
2024-09-30	$631,933	10,346	0.0%	Shares	Sole	2024-11-13
2024-06-30	$542,337	10,346	-32.6%	Shares	Sole	2024-08-13
2024-03-31	$723,256	15,346	0.0%	Shares	Sole	2024-04-23
2023-12-31	$757,171	15,346	0.0%	Shares	Sole	2024-02-05
2023-09-30	$622,280	15,346	-18.6%	Shares	Sole	2023-11-01
2023-06-30	$814,524	18,846	0.0%	Shares	Sole	2023-07-31
2023-03-31	$907,623	18,846	0.0%	Shares	Sole	2023-05-10
2022-12-31	$736,501	18,846	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.