Principia Wealth Advisory, LLC: VTES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on VTES, newest first. How the timeline and the estimate are built.
Principia Wealth Advisory, LLC held 0 VTES shares at 2026-03-31 per its 13F-HR filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -941 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 941 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $95,582.
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 941 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $95,911.
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 941 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $94,975.
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).
- period ended2025-03-3113F 941 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $93,684.
13F-HR 0002041436-25-000002 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).