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Principia Wealth Advisory, LLC: PHYS position timeline

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

Principia Wealth Advisory, LLC held 6,845 PHYS 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 6,845 shares
    Change vs previous 13F +275 shares

    0.1% of the 13F portfolio, value $206,514.

    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 6,570 shares
    Change vs previous 13F -820 shares

    0.13% of the 13F portfolio, value $232,841.

    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 7,390 shares
    Change vs previous 13F -1,890 shares

    0.15% of the 13F portfolio, value $244,018.

    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 9,280 shares
    Change vs previous 13F -1,740 shares

    0.2% of the 13F portfolio, value $274,874.

    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 11,020 shares
    Change vs previous 13F -2,165 shares

    0.24% of the 13F portfolio, value $279,357.

    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 13,185 shares
    Change vs previous 13F -3,155 shares

    0.3% of the 13F portfolio, value $312,089.

    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 16,340 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $329,088.

    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).