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Principia Wealth Advisory, LLC: SJT position timeline

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

Principia Wealth Advisory, LLC held 0 SJT shares at 2026-03-31 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -531,022 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 531,022 shares
    Change vs previous 13F -47,734 shares

    1.87% of the 13F portfolio, value $2,984,344.

    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).

  3. period ended2025-09-30
    13F 578,756 shares
    Change vs previous 13F -62,723 shares

    2.49% of the 13F portfolio, value $3,495,686.

    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).

  4. period ended2025-06-30
    13F 641,479 shares
    Change vs previous 13F -12,288 shares

    3.25% of the 13F portfolio, value $3,825,599.

    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).

  5. period ended2025-03-31
    13F 653,767 shares
    Change vs previous 13F +632,700 shares

    3.23% of the 13F portfolio, value $3,354,329.

    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).

  6. period ended2024-12-31
    13F 21,067 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $80,687.

    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).