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