Public ownership evidence

Thornburg Multi Sector Bond ETF (TMB) Ownership Disclosures

Read TMB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Thornburg Multi Sector Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Principia Wealth Advisory, LLC
Report period
2026-06-30
Available
2026-08-27
Reported shares
13,130
Value (USD)
$332,846
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002041436-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TMB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TMB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Principia Wealth Advisory, LLC2026-06-302026-08-2713,130$332,846None
Principia Wealth Advisory, LLC2026-03-312026-08-2713,476$343,695None
Empire Financial Management Company, LLC2026-06-302026-08-1555,553$1,408,268None
WCG Wealth Advisors LLC2026-06-302026-08-152,136,587$54,162,507None
IFG Advisory, LLC2026-06-302026-08-151,868$47,344None
JANE STREET GROUP, LLC2026-06-302026-08-15132,049$3,347,442None
Thrivent Financial for Lutherans2026-06-302026-08-1530,373$770,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15961$24,567None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1533,009$836,778None
D.B. Root & Company, LLC2026-06-302026-08-14182,871$4,635,770None
MORGAN STANLEY2026-06-302026-08-14709$17,973None
JPMORGAN CHASE & CO2026-06-302026-08-13359$9,146None
JPMORGAN CHASE & CO2026-06-302026-08-136,764$172,313None
Clay Northam Wealth Management, LLC2026-06-302026-08-1267,400$1,708,590None
Cannon Financial Strategists, Inc.2026-06-302026-08-08153,054$3,879,920None
PERSONAL CFO SOLUTIONS, LLC2026-06-302026-08-08466,553$11,827,119None
LPL Financial LLC2026-06-302026-08-08462,748$11,730,669None
Insight Wealth Partners, LLC2026-06-302026-08-0730,679$777,713None
Spartan Wealth Advisory Services LLC2026-06-302026-08-06398,936$10,113,033None
HighTower Advisors, LLC2026-06-302026-08-06143,225$3,630,750None
CHANNEL WEALTH LLC2026-06-302026-08-0510,343$262,195None
Integrity Wealth Solutions LLC2026-06-302026-07-31129,512$3,283,138None
PRIVATE TRUST CO NA2026-06-302026-07-293,864$97,948None
Private Advisor Group, LLC2026-06-302026-07-281,116,585$28,305,459None
Westside Investment Management, Inc.2026-06-302026-07-2817,400$441,090None
Westside Investment Management, Inc.2026-06-302026-07-2885,863$2,176,648None
Cornerstone Wealth Group, LLC2026-06-302026-07-28152,842$3,874,537None
FLYNN ZITO CAPITAL MANAGEMENT, LLC2026-06-302026-07-25178,107$4,515,000None
GGM Financial LLC2026-06-302026-07-24419,150$10,625,450None
Onyx Bridge Wealth Group LLC2026-06-302026-07-24626,973$15,893,761None
Strid Group, LLC2026-06-302026-07-24600,927$15,233,502None
Blue Trust, Inc.2026-06-302026-07-22100$2,535None
IFP Advisors, Inc2026-06-302026-07-2110$254None
Spire Wealth Management2026-06-302026-07-165,835$147,917None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-168,533$216,354None

90-day public filing window, up to 50 source positions.

Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Empire Financial Management Company, LLC ↗WCG Wealth Advisors LLC ↗IFG Advisory, LLC ↗JANE STREET GROUP, LLC ↗Thrivent Financial for Lutherans ↗JONES FINANCIAL COMPANIES LLLP ↗GOLDMAN SACHS GROUP INC ↗D.B. Root & Company, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.