Advertisement
Screener

Principia Wealth Advisory, LLC Last Quarter Change: USA Everything Else, Unchanged

Principia Wealth Advisory, LLC quarter change: USA Everything Else, Unchanged

In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Principia Wealth Advisory, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2041436): 2026-03-31 (filed 2026-08-26) and 2026-06-30 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
PATRICK M SWEENEY & ASSOCIATES, INCUnited States$0.160B159
ALLIANZ INVESTMENT MANAGEMENT LLCUnited States$0.160B30
Canandaigua National Trust Co of FloridaUnited States$0.160B129
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCUnited States$0.160B86
Ballast Rock Private Wealth LLCUnited States$0.160B171
General Equity Holdings LPUnited States$0.160B12
Rare Wolf Capital LLCUnited States$0.160B124
Providence Wealth Advisors, LLCUnited States$0.160B89
MEMBERS WEALTH LLCUnited States$0.160B106
FLYWHEEL PRIVATE WEALTH LLCUnited States$0.160B84