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Mokosak Advisory Group, LLC → PFG
Mokosak Advisory Group, LLC PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
4
Latest value
$795K
Q3 2026
Peak value
$795K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $636K |
| Q1 2026 | $631K |
| Q2 2026 | $760K |
| Q3 2026 | $795K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $795K | 7.1K | — | — |
| Q2 2026 | $760K | 7.1K | — | — |
| Q1 2026 | $631K | 7.0K | — | — |
| Q4 2025 | $636K | 7.2K | — | — |