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Principia Wealth Advisory, LLC → LEO
Principia Wealth Advisory, LLC LEO Position History
LEO
Quarters held
4
Latest value
$14.8M
Q2 2026
Peak value
$14.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $9.1M |
| Q1 2026 | $12.5M |
| Q2 2026 | $14.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $14.8M | 102.9K | — | — |
| Q1 2026 | $12.5M | 99.9K | — | — |
| Q4 2025 | $9.1M | 69.5K | — | — |
| Q3 2025 | $5.3M | 40.9K | — | — |
Other funds holding LEO
$1.7B
$1.6B
$1.5B
$739.6M
$461.5M
$428.7M
Other Principia Wealth Advisory, LLC positions
ETHA
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ETHA
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VGES
$12.7MVANGUARD FTSE DEVELOPED MARKETS ETF
STT-PG
$12MSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
QQQ
$12MINVESCO QQQ TRUST SERIES I
VGES
$11.5MVANGUARD FTSE DEVELOPED MARKETS ETF