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Capital Investment Advisory Services, LLC → PFG
Capital Investment Advisory Services, LLC PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
6
Latest value
$222K
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.4M |
| Q2 2026 | $7.6M |
| Q3 2026 | $8.3M |
| Q3 2026 | $222K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $222K | 2.0K | — | — |
| Q3 2026 | $8.3M | 451.8K | — | — |
| Q2 2026 | $7.6M | 397.9K | — | — |
| Q1 2026 | $1.4M | 76.7K | — | — |
| Q4 2025 | $1.3M | 66.1K | — | — |
| Q3 2025 | $1.1M | 57.8K | — | — |