Principia Wealth Advisory, LLC: PICK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on PICK, newest first. How the timeline and the estimate are built.
Principia Wealth Advisory, LLC held 48,196 PICK shares at 2026-06-30 per its 13F-HR filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F 48,196 sharesChange vs previous 13F -8,086 shares
1.4% of the 13F portfolio, value $2,802,344.
13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,282 sharesChange vs previous 13F +24,839 shares
1.8% of the 13F portfolio, value $3,182,535.
13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,443 sharesChange vs previous 13F +16,259 shares
1.01% of the 13F portfolio, value $1,614,279.
13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,184 sharesChange vs previous 13F +11,904 shares
0.48% of the 13F portfolio, value $675,688.
13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,280 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $123,328.
13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).