Principia Wealth Advisory, LLC: BKLC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on BKLC, newest first. How the timeline and the estimate are built.
Principia Wealth Advisory, LLC held 102,922 BKLC shares at 2026-06-30 per its 13F-HR filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F 102,922 sharesChange vs previous 13F +3,002 shares
7.38% of the 13F portfolio, value $14,755,245.
13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, 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 99,920 sharesChange vs previous 13F +30,423 shares
7.06% of the 13F portfolio, value $12,459,510.
13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, 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 69,497 sharesChange vs previous 13F +28,576 shares
5.69% of the 13F portfolio, value $9,090,165.
13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, 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 40,921 sharesChange vs previous 13F +27,400 shares
3.75% of the 13F portfolio, value $5,253,438.
13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, 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 13,521 sharesChange vs previous 13F not available
1.36% of the 13F portfolio, value $1,601,292.
13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).