Principia Wealth Advisory, LLC: CTA position timeline

Principia Wealth Advisory, LLC held 140,243 CTA shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 140,243 shares

   Change vs previous 13F +44,936 shares

   1.82% of the 13F portfolio, value $3,638,016.

   13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 95,307 shares

   Change vs previous 13F +24,408 shares

   1.63% of the 13F portfolio, value $2,881,297.

   13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 70,899 shares

   Change vs previous 13F +50,957 shares

   1.21% of the 13F portfolio, value $1,932,697.

   13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 19,942 shares

   Change vs previous 13F +14,318 shares

   0.4% of the 13F portfolio, value $557,778.

   13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,624 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $150,386.

   13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).