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Disclosery

Principle Wealth Partners LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on MA, newest first. How the timeline and the estimate are built.

Principle Wealth Partners LLC held 5,800 MA 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 5,800 shares
    Change vs previous 13F -42 shares

    0.15% of the 13F portfolio, value $2,978,809.

    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 5,842 shares
    Change vs previous 13F -32 shares

    0.17% of the 13F portfolio, value $2,919,139.

    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 5,874 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $3,353,173.

    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 5,868 shares
    Change vs previous 13F -60 shares

    0.19% of the 13F portfolio, value $3,337,910.

    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 5,928 shares
    Change vs previous 13F +984 shares

    0.21% of the 13F portfolio, value $3,331,060.

    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 4,944 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $2,710,111.

    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 4,943 shares
    Change vs previous 13F -96 shares

    0.18% of the 13F portfolio, value $2,603,342.

    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 5,039 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,488,046.

    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).