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Principia Wealth Advisory, LLC: DBMF position timeline

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

Principia Wealth Advisory, LLC held 151,459 DBMF 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 151,459 shares
    Change vs previous 13F +37,617 shares

    2.32% of the 13F portfolio, value $4,635,519.

    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 113,842 shares
    Change vs previous 13F -34,296 shares

    1.94% of the 13F portfolio, value $3,432,492.

    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 148,138 shares
    Change vs previous 13F +19,398 shares

    2.6% of the 13F portfolio, value $4,156,762.

    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 128,740 shares
    Change vs previous 13F -71,710 shares

    2.51% of the 13F portfolio, value $3,515,880.

    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 200,450 shares
    Change vs previous 13F -12,699 shares

    4.38% of the 13F portfolio, value $5,157,297.

    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 213,149 shares
    Change vs previous 13F +23,274 shares

    5.16% of the 13F portfolio, value $5,350,036.

    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 189,875 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $4,967,127.

    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).