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Principia Wealth Advisory, LLC: VBR position timeline

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

Principia Wealth Advisory, LLC held 2,432 VBR 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 2,432 shares
    Change vs previous 13F -301 shares

    0.3% of the 13F portfolio, value $591,066.

    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 2,733 shares
    Change vs previous 13F -2,228 shares

    0.34% of the 13F portfolio, value $593,771.

    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 4,961 shares
    Change vs previous 13F -1,565 shares

    0.66% of the 13F portfolio, value $1,050,640.

    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 6,526 shares
    Change vs previous 13F -5,400 shares

    0.97% of the 13F portfolio, value $1,362,116.

    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 11,926 shares
    Change vs previous 13F -1,175 shares

    1.98% of the 13F portfolio, value $2,326,240.

    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 13,101 shares
    Change vs previous 13F +655 shares

    2.23% of the 13F portfolio, value $2,315,681.

    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 12,446 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,466,631.

    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).