Skip to content

Principia Wealth Advisory, LLC: T position timeline

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

Principia Wealth Advisory, LLC held 498 T 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 498 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $10,309.

    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 451 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $13,074.

    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 380 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $9,439.

    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 339 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $9,573.

    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 297 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $8,595.

    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 255 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $6,750.

    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 176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,008.

    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).