Principia Wealth Advisory, LLC
- SEC CIK
- 0002041436
- Latest filing
- Aug 26, 2026
ESS holding history
Essex Property Trust, Inc. in every 13F filed by Principia Wealth Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ESS overviewAll 13F holders of ESSFull Q2 2026 holdings
- Shares (Q2 2026)
- 544
- Value
- $158.8K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 544 | $158.8K | 0.1% | +4+0.7% | Added | Holders |
| Q1 2026 | 540 | $130.7K | 0.1% | +5+0.9% | Added | Holders |
| Q4 2025 | 535 | $139.9K | 0.1% | +8+1.5% | Added | Holders |
| Q3 2025 | 527 | $141.2K | 0.1% | +2+0.4% | Added | Holders |
| Q2 2025 | 525 | $148.7K | 0.1% | +5+1.0% | Added | Holders |
| Q1 2025 | 520 | $141.3K | 0.1% | +5+1.0% | Added | Holders |
| Q4 2024 | 515 | $147.1K | 0.1% | – | No prior filing | Holders |