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Disclosery

Principle Wealth Partners LLC: MSFT position timeline

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

Principle Wealth Partners LLC held 116,758 MSFT 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 116,758 shares
    Change vs previous 13F +2,104 shares

    2.15% of the 13F portfolio, value $43,553,190.

    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 114,654 shares
    Change vs previous 13F +1,694 shares

    2.43% of the 13F portfolio, value $42,441,375.

    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 112,960 shares
    Change vs previous 13F +1,567 shares

    3.08% of the 13F portfolio, value $54,629,515.

    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 111,393 shares
    Change vs previous 13F -624 shares

    3.35% of the 13F portfolio, value $57,696,134.

    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 112,017 shares
    Change vs previous 13F +3,155 shares

    3.48% of the 13F portfolio, value $55,718,311.

    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 108,862 shares
    Change vs previous 13F +137 shares

    2.92% of the 13F portfolio, value $40,865,872.

    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 108,725 shares
    Change vs previous 13F -357 shares

    3.22% of the 13F portfolio, value $45,827,642.

    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 109,082 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $46,937,869.

    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).