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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

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All positions including Principal Financial held by Burleson & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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