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Principia Wealth Advisory, LLC: FNDF position timeline

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

Principia Wealth Advisory, LLC held 5,671 FNDF 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 5,671 shares
    Change vs previous 13F -6,975 shares

    0.15% of the 13F portfolio, value $299,202.

    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 12,646 shares
    Change vs previous 13F -9,496 shares

    0.35% of the 13F portfolio, value $618,769.

    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 22,142 shares
    Change vs previous 13F -6,521 shares

    0.63% of the 13F portfolio, value $1,001,041.

    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 28,663 shares
    Change vs previous 13F -30,650 shares

    0.88% of the 13F portfolio, value $1,231,348.

    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 59,313 shares
    Change vs previous 13F -5,533 shares

    2.02% of the 13F portfolio, value $2,373,606.

    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 64,846 shares
    Change vs previous 13F +4,939 shares

    2.16% of the 13F portfolio, value $2,243,687.

    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 59,907 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $1,989,526.

    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).