Skip to content
Disclosery

Principle Wealth Partners LLC: MGV position timeline

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

Principle Wealth Partners LLC held 32,920 MGV 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 32,920 shares
    Change vs previous 13F -175 shares

    0.27% of the 13F portfolio, value $5,380,774.

    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 33,095 shares
    Change vs previous 13F -1,015 shares

    0.27% of the 13F portfolio, value $4,797,120.

    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 34,110 shares
    Change vs previous 13F -540 shares

    0.27% of the 13F portfolio, value $4,814,968.

    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 34,650 shares
    Change vs previous 13F -140 shares

    0.28% of the 13F portfolio, value $4,772,691.

    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 34,790 shares
    Change vs previous 13F +255 shares

    0.29% of the 13F portfolio, value $4,564,448.

    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 34,535 shares
    Change vs previous 13F -1,157 shares

    0.32% of the 13F portfolio, value $4,449,564.

    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 35,692 shares
    Change vs previous 13F +5,382 shares

    0.31% of the 13F portfolio, value $4,458,398.

    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 30,310 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,888,167.

    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).