Principia Wealth Advisory, LLC: USRT position timeline

Principia Wealth Advisory, LLC held 29,851 USRT 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 29,851 shares

   Change vs previous 13F +2,445 shares

   0.99% of the 13F portfolio, value $1,984,563.

   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 27,406 shares

   Change vs previous 13F +15,597 shares

   0.92% of the 13F portfolio, value $1,621,425.

   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 11,809 shares

   Change vs previous 13F +5,564 shares

   0.42% of the 13F portfolio, value $672,646.

   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 6,245 shares

   Change vs previous 13F +5,188 shares

   0.26% of the 13F portfolio, value $366,706.

   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 1,057 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $59,784.

   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).