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Principia Wealth Advisory, LLC: SLB position timeline

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

Principia Wealth Advisory, LLC held 359 SLB 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 359 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $16,690.

    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 337 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $17,318.

    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 328 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $12,589.

    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 332 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $11,411.

    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 351 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $11,864.

    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 347 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $12,485.

    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 297 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,387.

    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).