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Principia Wealth Advisory, LLC: DBL position timeline

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

Principia Wealth Advisory, LLC held 138 DBL 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 138 shares
    Change vs previous 13F -2,111 shares

    <0.01% of the 13F portfolio, value $1,984.

    13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, 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 2,249 shares
    Change vs previous 13F +246 shares

    0.02% of the 13F portfolio, value $32,835.

    13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, 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 2,003 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $30,546.

    13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, 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 2,003 shares
    Change vs previous 13F -1,978 shares

    0.02% of the 13F portfolio, value $31,207.

    13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, 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 3,981 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $61,228.

    13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, 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 3,981 shares
    Change vs previous 13F +1,160 shares

    0.06% of the 13F portfolio, value $61,546.

    13F-HR 0002041436-25-000002 filed by Principia Wealth Advisory, 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 2,821 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $43,726.

    13F-HR 0002041436-25-000001 filed by Principia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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