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Principia Wealth Advisory, LLC: SLV position timeline

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

Principia Wealth Advisory, LLC held 20,309 SLV 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 20,309 shares
    Change vs previous 13F -628 shares

    0.54% of the 13F portfolio, value $1,085,922.

    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 20,937 shares
    Change vs previous 13F -22,262 shares

    0.81% of the 13F portfolio, value $1,426,647.

    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 43,199 shares
    Change vs previous 13F -9,616 shares

    1.74% of the 13F portfolio, value $2,782,880.

    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 52,815 shares
    Change vs previous 13F -30,586 shares

    1.6% of the 13F portfolio, value $2,237,772.

    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 83,401 shares
    Change vs previous 13F -7,278 shares

    2.32% of the 13F portfolio, value $2,735,768.

    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 90,679 shares
    Change vs previous 13F -1,516 shares

    2.45% of the 13F portfolio, value $2,544,453.

    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 92,195 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $2,427,494.

    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).