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Principia Wealth Advisory, LLC: UTES position timeline

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

Principia Wealth Advisory, LLC held 811 UTES 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 811 shares
    Change vs previous 13F -210 shares

    0.03% of the 13F portfolio, value $66,291.

    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 1,021 shares
    Change vs previous 13F -204 shares

    0.05% of the 13F portfolio, value $81,596.

    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 1,225 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $96,740.

    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 1,265 shares
    Change vs previous 13F -156 shares

    0.08% of the 13F portfolio, value $105,579.

    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 1,421 shares
    Change vs previous 13F -189 shares

    0.09% of the 13F portfolio, value $107,452.

    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 1,610 shares
    Change vs previous 13F -106 shares

    0.1% of the 13F portfolio, value $102,015.

    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 1,716 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $109,393.

    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).