Principia Wealth Advisory, LLC: TIP position timeline

Principia Wealth Advisory, LLC held 21,982 TIP 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 21,982 shares

   Change vs previous 13F +3,824 shares

   1.2% of the 13F portfolio, value $2,405,672.

   13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 18,158 shares

   Change vs previous 13F +1,632 shares

   1.13% of the 13F portfolio, value $2,003,892.

   13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 16,526 shares

   Change vs previous 13F +8,894 shares

   1.14% of the 13F portfolio, value $1,816,348.

   13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,632 shares

   Change vs previous 13F +5,293 shares

   0.61% of the 13F portfolio, value $848,831.

   13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,339 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $257,384.

   13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).