Principia Wealth Advisory, LLC: CTSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on CTSH, newest first. How the timeline and the estimate are built.
Principia Wealth Advisory, LLC held 1,797 CTSH shares at 2026-06-30 per its 13F-HR filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F 1,797 sharesChange vs previous 13F +8 shares
0.03% of the 13F portfolio, value $69,597.
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 1,789 sharesChange vs previous 13F +11 shares
0.06% of the 13F portfolio, value $109,755.
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 1,778 sharesChange vs previous 13F +6 shares
0.09% of the 13F portfolio, value $147,570.
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 1,772 sharesChange vs previous 13F +21 shares
0.08% of the 13F portfolio, value $118,843.
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 1,751 sharesChange vs previous 13F +12 shares
0.12% of the 13F portfolio, value $136,667.
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).
- period ended2025-03-3113F 1,739 sharesChange vs previous 13F -5 shares
0.12% of the 13F portfolio, value $126,742.
13F-HR 0002041436-25-000002 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 ended2024-12-3113F 1,744 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $134,152.
13F-HR 0002041436-25-000001 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).