Principal Financial shares owned by Burleson & Company
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Burleson & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $66k | 785 | 83.92 |
| 2022-09-30 | $57k | 785 | 72.61 |
| 2022-06-30 | $46k | 685 | 67.15 |
| 2022-03-31 | $50k | 685 | 72.99 |
| 2021-12-31 | $50k | 685 | 72.99 |
| 2021-09-30 | $44k | 685 | 64.23 |
| 2021-06-30 | $43k | 685 | 62.77 |
| 2021-03-31 | $41k | 685 | 59.85 |