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Principia Wealth Advisory, LLC: QLTY position timeline

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

Principia Wealth Advisory, LLC held 3,890 QLTY 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 3,890 shares
    Change vs previous 13F -338 shares

    0.08% of the 13F portfolio, value $161,902.

    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 4,228 shares
    Change vs previous 13F -399 shares

    0.09% of the 13F portfolio, value $152,526.

    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 4,627 shares
    Change vs previous 13F -424 shares

    0.11% of the 13F portfolio, value $177,956.

    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 5,051 shares
    Change vs previous 13F -944 shares

    0.13% of the 13F portfolio, value $182,791.

    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 5,995 shares
    Change vs previous 13F +194 shares

    0.17% of the 13F portfolio, value $205,241.

    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 5,801 shares
    Change vs previous 13F +1,740 shares

    0.17% of the 13F portfolio, value $178,256.

    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 4,061 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $129,846.

    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).