Skip to content
Disclosery

Principia Wealth Advisory, LLC: GLD position timeline

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

Principia Wealth Advisory, LLC held 822 GLD 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 822 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $302,808.

    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 821 shares
    Change vs previous 13F -10 shares

    0.2% of the 13F portfolio, value $353,268.

    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 831 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $329,334.

    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 856 shares
    Change vs previous 13F -21 shares

    0.22% of the 13F portfolio, value $304,282.

    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 877 shares
    Change vs previous 13F -40 shares

    0.23% of the 13F portfolio, value $267,336.

    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 917 shares
    Change vs previous 13F -76 shares

    0.25% of the 13F portfolio, value $261,693.

    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 993 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $240,435.

    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).