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Principia Wealth Advisory, LLC: MLPA position timeline

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

Principia Wealth Advisory, LLC held 2,123 MLPA 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 2,123 shares
    Change vs previous 13F -1,798 shares

    0.06% of the 13F portfolio, value $112,689.

    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 3,921 shares
    Change vs previous 13F -8,976 shares

    0.12% of the 13F portfolio, value $211,224.

    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 12,897 shares
    Change vs previous 13F -3,608 shares

    0.39% of the 13F portfolio, value $624,344.

    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 16,505 shares
    Change vs previous 13F -13,035 shares

    0.57% of the 13F portfolio, value $799,163.

    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 29,540 shares
    Change vs previous 13F -2,883 shares

    1.26% of the 13F portfolio, value $1,482,928.

    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 32,423 shares
    Change vs previous 13F -33,231 shares

    1.51% of the 13F portfolio, value $1,567,637.

    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 65,654 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $3,243,975.

    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).