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Principia Wealth Advisory, LLC: TOTL position timeline

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

Principia Wealth Advisory, LLC held 52,765 TOTL 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 52,765 shares
    Change vs previous 13F +7,750 shares

    1.04% of the 13F portfolio, value $2,082,635.

    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 45,015 shares
    Change vs previous 13F +30,133 shares

    1.01% of the 13F portfolio, value $1,788,446.

    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 14,882 shares
    Change vs previous 13F +5,527 shares

    0.37% of the 13F portfolio, value $599,001.

    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 9,355 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $379,532.

    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).