Skip to content
Disclosery

Principia Wealth Advisory, LLC: GOAU position timeline

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

Principia Wealth Advisory, LLC held 63,636 GOAU 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 63,636 shares
    Change vs previous 13F +3,746 shares

    1.18% of the 13F portfolio, value $2,366,757.

    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 59,890 shares
    Change vs previous 13F -8,902 shares

    1.5% of the 13F portfolio, value $2,651,605.

    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 68,792 shares
    Change vs previous 13F +1,077 shares

    1.83% of the 13F portfolio, value $2,927,797.

    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 67,715 shares
    Change vs previous 13F -10,884 shares

    1.94% of the 13F portfolio, value $2,723,847.

    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 78,599 shares
    Change vs previous 13F -4,677 shares

    1.96% of the 13F portfolio, value $2,304,214.

    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 83,276 shares
    Change vs previous 13F -73,986 shares

    1.96% of the 13F portfolio, value $2,031,941.

    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 157,262 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $2,979,266.

    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).