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Creative Planning PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
13
Latest value
$12.2M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $64K |
| Q3 2025 | $4.3M |
| Q3 2025 | $2.7M |
| Q4 2025 | $6.4M |
| Q4 2025 | $2.7M |
| Q1 2026 | $8.1M |
| Q1 2026 | $2.7M |
| Q2 2026 | $2.9M |
| Q2 2026 | $68K |
| Q2 2026 | $11.1M |
| Q3 2026 | $2.9M |
| Q3 2026 | $70K |
| Q3 2026 | $12.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.2M | 109.3K | — | — |
| Q3 2026 | $70K | 628 | — | — |
| Q3 2026 | $2.9M | 159.6K | — | — |
| Q2 2026 | $11.1M | 103.0K | — | — |
| Q2 2026 | $68K | 628 | — | — |
| Q2 2026 | $2.9M | 150.8K | — | — |
| Q1 2026 | $2.7M | 145.0K | — | — |
| Q1 2026 | $8.1M | 89.9K | — | — |
| Q4 2025 | $2.7M | 143.7K | — | — |
| Q4 2025 | $6.4M | 72.5K | — | — |
| Q3 2025 | $2.7M | 140.6K | — | — |
| Q3 2025 | $4.3M | 51.8K | — | — |
| Q3 2025 | $64K | 772 | — | — |