Current Market Value 1,019,817,138
Current Holdings 375
Most Recent File Date 2025-08-14
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Principal Street Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 375 1,019,817
2025-05-15 2025-03-31 13F-HR 244 537,672
2025-02-18 2024-12-31 13F-HR 238 508,539
2024-11-13 2024-09-30 13F-HR 237 611,588
2024-08-14 2024-06-30 13F-HR 253 558,309
2024-05-15 2024-03-31 13F-HR 257 529,011
2024-02-07 2023-12-31 13F-HR 219 414,498
2023-11-01 2023-09-30 13F-HR 210 504,735
2023-08-21 2023-06-30 13F-HR/A 1 R 222 420,745
2023-08-15 2023-06-30 13F-HR 220 395,671
2023-05-11 2023-03-31 13F-HR 220 395,671
2023-02-15 2022-12-31 13F-HR 231 396,886
2022-11-14 2022-09-30 13F-HR 200 375,215
2022-08-15 2022-06-30 13F-HR 205 386,023
2022-05-05 2022-03-31 13F-HR 211 436,161
2022-02-07 2021-12-31 13F-HR 193 415,437
2021-11-10 2021-09-30 13F-HR 182 367,063
2021-08-10 2021-06-30 13F-HR 209 379,049
2021-05-13 2021-03-31 13F-HR 189 774,910
2021-02-16 2020-12-31 13F-HR 167 326,514
2020-11-12 2020-09-30 13F-HR 151 284,622
2020-08-14 2020-06-30 13F-HR 128 267,699
2020-05-14 2020-03-31 13F-HR 130 238,246
2020-03-04 2019-12-31 13F-HR 194 448,727
2019-11-14 2019-09-30 13F-HR 171 399,374
2019-08-15 2019-06-30 13F-HR 133 181,267
2019-05-15 2019-03-31 13F-HR 77 229,945