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Principia Wealth Advisory, LLC: FNDX position timeline

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

Principia Wealth Advisory, LLC held 18,301 FNDX 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 18,301 shares
    Change vs previous 13F -480 shares

    0.28% of the 13F portfolio, value $569,161.

    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 18,781 shares
    Change vs previous 13F -5,735 shares

    0.3% of the 13F portfolio, value $523,051.

    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 24,516 shares
    Change vs previous 13F -6,732 shares

    0.42% of the 13F portfolio, value $667,068.

    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 31,248 shares
    Change vs previous 13F -28,555 shares

    0.59% of the 13F portfolio, value $821,829.

    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 59,803 shares
    Change vs previous 13F -5,696 shares

    1.25% of the 13F portfolio, value $1,467,273.

    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 65,499 shares
    Change vs previous 13F +4,469 shares

    1.42% of the 13F portfolio, value $1,471,761.

    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 61,030 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,445,182.

    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).