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Principia Wealth Advisory, LLC: SPTM position timeline

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

Principia Wealth Advisory, LLC held 61,110 SPTM 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 61,110 shares
    Change vs previous 13F -1,778 shares

    2.78% of the 13F portfolio, value $5,548,185.

    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 62,888 shares
    Change vs previous 13F -16,573 shares

    2.82% of the 13F portfolio, value $4,971,956.

    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 79,461 shares
    Change vs previous 13F -12,478 shares

    4.1% of the 13F portfolio, value $6,555,547.

    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 91,939 shares
    Change vs previous 13F -71,110 shares

    5.29% of the 13F portfolio, value $7,414,854.

    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 163,049 shares
    Change vs previous 13F -18,974 shares

    10.37% of the 13F portfolio, value $12,210,208.

    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 182,023 shares
    Change vs previous 13F +4,230 shares

    11.59% of the 13F portfolio, value $12,017,152.

    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 177,793 shares
    Change vs previous 13F not available

    11.93% of the 13F portfolio, value $12,699,723.

    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).