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Principia Wealth Advisory, LLC: VEU position timeline

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

Principia Wealth Advisory, LLC held 47,765 VEU 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 47,765 shares
    Change vs previous 13F -12,290 shares

    2% of the 13F portfolio, value $4,000,304.

    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 60,055 shares
    Change vs previous 13F -12,097 shares

    2.55% of the 13F portfolio, value $4,510,142.

    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 72,152 shares
    Change vs previous 13F -8,902 shares

    3.32% of the 13F portfolio, value $5,307,497.

    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 81,054 shares
    Change vs previous 13F -55,100 shares

    4.13% of the 13F portfolio, value $5,784,796.

    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 136,154 shares
    Change vs previous 13F -17,314 shares

    7.77% of the 13F portfolio, value $9,152,266.

    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 153,468 shares
    Change vs previous 13F +17,235 shares

    8.6% of the 13F portfolio, value $8,914,941.

    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 136,233 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $7,821,142.

    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).