Principal Financial shares owned by Continuum Advisory
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $154k | 1.8k | 84.37 |
| 2024-12-31 | $155k | 2.0k | 77.41 |
| 2024-09-30 | $173k | 2.0k | 86.36 |
| 2024-06-30 | $166k | 2.1k | 78.45 |
| 2024-03-31 | $191k | 2.3k | 83.49 |
| 2023-12-31 | $293k | 3.7k | 78.69 |
| 2023-09-30 | $450k | 6.2k | 72.07 |
| 2023-06-30 | $475k | 6.3k | 75.84 |
| 2023-03-31 | $470k | 6.3k | 74.32 |
| 2022-12-31 | $362k | 4.3k | 83.92 |
| 2022-09-30 | $304k | 4.2k | 72.24 |
| 2022-06-30 | $306k | 4.6k | 66.78 |
| 2022-03-31 | $342k | 5.0k | 68.11 |