A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Principia Wealth Advisory, LLC.

Business address: 13355 Noel Road, Suite 1100, Dallas, TX, 75240
Top securities (13F): SPTM, QQQ, VEU, SEPZ, DBMF, VWO, EYPT, EMXC, ADVM, SJT, IAU, SHV, SHY, SLV, FNDF, VBR, GOAU, ONEQ, BKLC, and IBIT
State of incorporation: TX
Fiscal year end: 31 December

Principia Wealth Advisory, LLC has filed 4 SEC EDGAR filings since 23 Oct 2024

Recent SEC filings for Principia Wealth Advisory, LLC including 13F-HR, SC 13G.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		14 Aug 2025	30 Jun 2025	028-25491
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		11 Apr 2025	31 Mar 2025	028-25491
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		11 Apr 2025	31 Dec 2024	028-25491
SC 13G	Open SC 13G document	View SEC filing for SC 13G	INITIAL 13G FILING FOR PRINCIPIA WEALTH ADVISORY, LLC	23 Oct 2024

Principia Wealth Advisory, LLC files with the SEC under CIK 0002041436. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.