Principia Wealth Advisory, LLC: SPTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on SPTS, newest first. How the timeline and the estimate are built.
Principia Wealth Advisory, LLC held 257 SPTS shares at 2026-06-30 per its 13F-HR filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F 257 sharesChange vs previous 13F -411,634 shares
<0.01% of the 13F portfolio, value $7,456.
13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 411,891 sharesChange vs previous 13F +411,891 shares
6.81% of the 13F portfolio, value $12,018,801.
13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -324,297 shares
13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 324,297 sharesChange vs previous 13F +323,348 shares
9.12% of the 13F portfolio, value $9,459,744.
13F-HR 0002041436-25-000002 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 949 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $27,530.
13F-HR 0002041436-25-000001 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).