Principle Wealth Partners LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on BA, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 19,594 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 19,594 sharesChange vs previous 13F +164 shares
0.21% of the 13F portfolio, value $4,241,574.
13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,430 sharesChange vs previous 13F -59 shares
0.22% of the 13F portfolio, value $3,867,209.
13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,489 sharesChange vs previous 13F -33 shares
0.24% of the 13F portfolio, value $4,231,513.
13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,522 sharesChange vs previous 13F -14 shares
0.24% of the 13F portfolio, value $4,213,494.
13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,536 sharesChange vs previous 13F +36 shares
0.26% of the 13F portfolio, value $4,093,273.
13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,500 sharesChange vs previous 13F -1,585 shares
0.24% of the 13F portfolio, value $3,325,810.
13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,085 sharesChange vs previous 13F -1,019 shares
0.26% of the 13F portfolio, value $3,732,134.
13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,104 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $3,360,616.
13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).