Back to OR
Principle Wealth Partners LLC → OR
Principle Wealth Partners LLC OR Position History
OR Royalties Inc. • Energy
Quarters held
5
Latest value
$842K
Q3 2026
Peak value
$984K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $984K |
| Q4 2025 | $868K |
| Q1 2026 | $932K |
| Q2 2026 | $775K |
| Q3 2026 | $842K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $842K | 24.5K | — | — |
| Q2 2026 | $775K | 24.5K | — | — |
| Q1 2026 | $932K | 24.5K | — | — |
| Q4 2025 | $868K | 24.5K | — | — |
| Q3 2025 | $984K | 24.5K | — | — |
Other funds holding OR
$211.9M
$192M
$154.4M
$131.9M
$118.3M