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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PFG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
10
Latest value
$5.4M
Q3 2026
Peak value
$23.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.1M |
| Q3 2025 | $2.9M |
| Q4 2025 | $22.7M |
| Q4 2025 | $4.6M |
| Q1 2026 | $11.3M |
| Q1 2026 | $4M |
| Q2 2026 | $12M |
| Q2 2026 | $5.1M |
| Q3 2026 | $12.1M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 51.9K | — | — |
| Q3 2026 | $12.1M | 661.0K | — | — |
| Q2 2026 | $5.1M | 48.4K | — | — |
| Q2 2026 | $12M | 633.9K | — | — |
| Q1 2026 | $4M | 46.6K | — | — |
| Q1 2026 | $11.3M | 602.5K | — | — |
| Q4 2025 | $4.6M | 50.4K | — | — |
| Q4 2025 | $22.7M | 1.19M | — | — |
| Q3 2025 | $2.9M | 34.2K | — | — |
| Q3 2025 | $23.1M | 1.21M | — | — |