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Principia Wealth Advisory, LLC: VCIT position timeline

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

Principia Wealth Advisory, LLC held 73,506 VCIT 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 73,506 shares
    Change vs previous 13F -19,044 shares

    3.04% of the 13F portfolio, value $6,076,275.

    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 92,550 shares
    Change vs previous 13F +28,612 shares

    4.34% of the 13F portfolio, value $7,657,174.

    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 63,938 shares
    Change vs previous 13F +27,144 shares

    3.35% of the 13F portfolio, value $5,354,771.

    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 36,794 shares
    Change vs previous 13F +32,091 shares

    2.21% of the 13F portfolio, value $3,094,703.

    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 4,703 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $389,973.

    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).