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Principia Wealth Advisory, LLC: PDBC position timeline

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

Principia Wealth Advisory, LLC held 444,974 PDBC 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 444,974 shares
    Change vs previous 13F +290,971 shares

    3.53% of the 13F portfolio, value $7,065,871.

    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 154,003 shares
    Change vs previous 13F -22,836 shares

    1.51% of the 13F portfolio, value $2,668,506.

    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 176,839 shares
    Change vs previous 13F +142,384 shares

    1.47% of the 13F portfolio, value $2,343,114.

    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 34,455 shares
    Change vs previous 13F +4,865 shares

    0.33% of the 13F portfolio, value $462,733.

    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 29,590 shares
    Change vs previous 13F +28,633 shares

    0.33% of the 13F portfolio, value $385,857.

    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 957 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $12,167.

    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 958 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,445.

    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).