Skip to content
Disclosery

Principia Wealth Advisory, LLC: VWO position timeline

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

Principia Wealth Advisory, LLC held 122,484 VWO 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 122,484 shares
    Change vs previous 13F +2,132 shares

    3.66% of the 13F portfolio, value $7,309,237.

    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 120,352 shares
    Change vs previous 13F +9,514 shares

    3.68% of the 13F portfolio, value $6,499,204.

    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 110,838 shares
    Change vs previous 13F +14,856 shares

    3.73% of the 13F portfolio, value $5,958,642.

    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 95,982 shares
    Change vs previous 13F -7,346 shares

    3.71% of the 13F portfolio, value $5,200,310.

    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 103,328 shares
    Change vs previous 13F -524 shares

    4.34% of the 13F portfolio, value $5,110,526.

    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 103,852 shares
    Change vs previous 13F +9,514 shares

    4.25% of the 13F portfolio, value $4,412,690.

    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 94,338 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $4,154,639.

    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).