TFX β€” TELEFLEX INCORPORATED COM

Ownership history in Principia Wealth Advisory, LLC  Β·  2 quarters on record

AI Ownership Summary

Principia Wealth Advisory, LLC reported TELEFLEX INCORPORATED COM (TFX) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows TFX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Principia Wealth Advisory, LLC's position in TELEFLEX INCORPORATED COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

TFX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Principia Wealth Advisory, LLC held TFX β€” position size vs. price
% of Fund (quarterly)    TFX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 329 +1 +0.3% 0.03% $39K 2025-08-14 $120.43
2025 Q1 INITIATED 328 β€” β€” 0.04% $44K 2025-04-11 $128.41

FAQ About Principia Wealth Advisory, LLC and TFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Principia Wealth Advisory, LLC reported owning TFX?

Principia Wealth Advisory, LLC reported TFX across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported TFX position in Principia Wealth Advisory, LLC's portfolio?

The largest reported portfolio weight for TFX was 0.04% in 2025 Q1.

What is the latest reported TFX position on this page?

The most recent filing on this page is 2025 Q2, when Principia Wealth Advisory, LLC reported 329 shares, equal to 0.03% of portfolio, with an estimated market value of $39K.

What does the chart on this TFX ownership page compare?

The chart compares Principia Wealth Advisory, LLC's quarterly TFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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