Principia Wealth Advisory, LLC: TMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on TMB, newest first. How the timeline and the estimate are built.
Principia Wealth Advisory, LLC held 13,130 TMB shares at 2026-06-30 per its 13F-HR filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F 13,130 sharesChange vs previous 13F -346 shares
0.17% of the 13F portfolio, value $332,846.
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 13,476 sharesChange vs previous 13F -20 shares
0.19% of the 13F portfolio, value $343,695.
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 ended2025-12-3113F 13,496 sharesChange vs previous 13F +192 shares
0.22% of the 13F portfolio, value $345,230.
13F-HR 0002041436-26-000002 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 ended2025-09-3013F 13,304 sharesChange vs previous 13F +2,247 shares
0.24% of the 13F portfolio, value $341,110.
13F-HR 0002041436-26-000001 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).
- period ended2025-06-3013F 11,057 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $281,370.
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).