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San Juan Basin Royalty Trust shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in San Juan Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including San Juan Basin Royalty Trust held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in San Juan Basin Royalty Trust by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.8M 642k 5.96
2025-03-31 $3.4M 654k 5.13
2024-12-31 $81k 21k 3.83

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding San Juan Basin Royalty Trust

Horizon Kinetics Asset Management
Cannell Capital
Morgan Stanley
Mountaineer Partners Management
Principia Wealth Advisory
Ashton Thomas Private Wealth
Moors & Cabot
Kingswood Wealth Advisors
Punch & Associates Investment Management
LPL Financial
Lesa Sroufe & Co
Mcdaniel Terry & Co
Raymond James Financial
RR Advisors
Citadel Advisors

View all funds holding San Juan Basin Royalty Trust