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Principia Wealth Advisory, LLC: SHV position timeline

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

Principia Wealth Advisory, LLC held 7,642 SHV 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 7,642 shares
    Change vs previous 13F -1,002 shares

    0.42% of the 13F portfolio, value $843,295.

    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 8,644 shares
    Change vs previous 13F -11,448 shares

    0.54% of the 13F portfolio, value $954,184.

    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 20,092 shares
    Change vs previous 13F -1,989 shares

    1.38% of the 13F portfolio, value $2,213,160.

    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 22,081 shares
    Change vs previous 13F -8,565 shares

    1.74% of the 13F portfolio, value $2,439,735.

    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 30,646 shares
    Change vs previous 13F -1,662 shares

    2.87% of the 13F portfolio, value $3,383,969.

    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 32,308 shares
    Change vs previous 13F +5,964 shares

    3.43% of the 13F portfolio, value $3,560,377.

    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 26,344 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $2,900,739.

    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).