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Principia Wealth Advisory, LLC: IBIT position timeline

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

Principia Wealth Advisory, LLC held 59,798 IBIT 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 59,798 shares
    Change vs previous 13F +47,567 shares

    1% of the 13F portfolio, value $1,991,991.

    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 12,231 shares
    Change vs previous 13F -18,383 shares

    0.27% of the 13F portfolio, value $468,822.

    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 30,614 shares
    Change vs previous 13F +4,460 shares

    0.95% of the 13F portfolio, value $1,519,985.

    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 26,154 shares
    Change vs previous 13F +58 shares

    1.21% of the 13F portfolio, value $1,700,010.

    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 26,096 shares
    Change vs previous 13F +1,511 shares

    1.36% of the 13F portfolio, value $1,597,042.

    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 24,585 shares
    Change vs previous 13F -5,301 shares

    1.11% of the 13F portfolio, value $1,151,316.

    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 29,886 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,585,452.

    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).