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Principia Wealth Advisory, LLC: PSLV position timeline

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

Principia Wealth Advisory, LLC held 4,045 PSLV 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 4,045 shares
    Change vs previous 13F +480 shares

    0.04% of the 13F portfolio, value $76,329.

    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 3,565 shares
    Change vs previous 13F -4,875 shares

    0.05% of the 13F portfolio, value $86,950.

    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 8,440 shares
    Change vs previous 13F -5,265 shares

    0.12% of the 13F portfolio, value $199,606.

    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 13,705 shares
    Change vs previous 13F -3,365 shares

    0.15% of the 13F portfolio, value $215,169.

    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 17,070 shares
    Change vs previous 13F -3,375 shares

    0.18% of the 13F portfolio, value $208,937.

    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 20,445 shares
    Change vs previous 13F -2,835 shares

    0.2% of the 13F portfolio, value $212,219.

    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 23,280 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $224,652.

    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).