Principia Wealth Advisory, LLC: VGK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on VGK, newest first. How the timeline and the estimate are built.
Principia Wealth Advisory, LLC held 13,036 VGK shares at 2026-06-30 per its 13F-HR filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F 13,036 sharesChange vs previous 13F +624 shares
0.58% of the 13F portfolio, value $1,154,036.
13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,412 sharesChange vs previous 13F +3,046 shares
0.58% of the 13F portfolio, value $1,022,076.
13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,366 sharesChange vs previous 13F -1,753 shares
0.49% of the 13F portfolio, value $783,051.
13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,119 sharesChange vs previous 13F +8,078 shares
0.63% of the 13F portfolio, value $887,296.
13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,041 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $235,678.
13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).