Principle Wealth Partners LLC: MSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on MSA, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 2,595 MSA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,595 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $453,035.
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 2,595 sharesChange vs previous 13F -3 shares
0.02% of the 13F portfolio, value $425,450.
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 2,598 sharesChange vs previous 13F +3 shares
0.02% of the 13F portfolio, value $416,044.
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 2,595 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $446,522.
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 2,595 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $434,740.
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 2,595 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $380,661.
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 2,595 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $430,173.
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 2,595 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $460,197.
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).