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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

  1. period ended2026-06-30
    13F 19,594 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,430 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,489 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,522 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,536 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,500 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,085 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,104 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).