Skip to content
Disclosery

Principia Wealth Advisory, LLC: VYM position timeline

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

Principia Wealth Advisory, LLC held 2,635 VYM 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 2,635 shares
    Change vs previous 13F -65 shares

    0.21% of the 13F portfolio, value $416,409.

    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 2,700 shares
    Change vs previous 13F -113 shares

    0.23% of the 13F portfolio, value $399,264.

    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 2,813 shares
    Change vs previous 13F +210 shares

    0.25% of the 13F portfolio, value $403,679.

    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 2,603 shares
    Change vs previous 13F +192 shares

    0.26% of the 13F portfolio, value $366,851.

    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 2,411 shares
    Change vs previous 13F +372 shares

    0.27% of the 13F portfolio, value $321,317.

    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 2,039 shares
    Change vs previous 13F +1,253 shares

    0.24% of the 13F portfolio, value $250,165.

    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 786 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $100,284.

    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).