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Sound Income Strategies, LLC → PFG
Sound Income Strategies, LLC PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
7
Latest value
$24.2M
Q3 2026
Peak value
$24.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.3M |
| Q4 2025 | $2K |
| Q4 2025 | $21.6M |
| Q1 2026 | $8K |
| Q1 2026 | $22M |
| Q2 2026 | $24M |
| Q3 2026 | $24.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.2M | 220.6K | — | — |
| Q2 2026 | $24M | 222.7K | — | — |
| Q1 2026 | $22M | 243.9K | — | — |
| Q1 2026 | $8K | 326 | — | — |
| Q4 2025 | $21.6M | 244.1K | — | — |
| Q4 2025 | $2K | 93 | — | — |
| Q3 2025 | $20.3M | 246.1K | — | — |