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Principia Wealth Advisory, LLC: VEA position timeline

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

Principia Wealth Advisory, LLC held 162,058 VEA 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 162,058 shares
    Change vs previous 13F -36,338 shares

    5.77% of the 13F portfolio, value $11,545,183.

    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 198,396 shares
    Change vs previous 13F +44,387 shares

    7.19% of the 13F portfolio, value $12,700,283.

    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 154,009 shares
    Change vs previous 13F +53,446 shares

    6.02% of the 13F portfolio, value $9,620,954.

    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 100,563 shares
    Change vs previous 13F +77,770 shares

    4.3% of the 13F portfolio, value $6,025,735.

    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 22,793 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,299,429.

    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).