Principia Wealth Advisory, LLC: INCM position timeline

Principia Wealth Advisory, LLC held 12,715 INCM 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 12,715 shares

   Change vs previous 13F -103 shares

   0.18% of the 13F portfolio, value $366,891.

   13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,818 shares

   Change vs previous 13F +1,215 shares

   0.21% of the 13F portfolio, value $368,431.

   13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 11,603 shares

   Change vs previous 13F +4,084 shares

   0.2% of the 13F portfolio, value $325,337.

   13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,519 shares

   Change vs previous 13F +5,089 shares

   0.15% of the 13F portfolio, value $208,587.

   13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,430 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $65,740.

   13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).