Principal Financial shares owned by Elevated Capital Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Elevated Capital Advisors
from 13F filings
Historical chart of Elevated Capital Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Elevated Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $721k | 8.7k | 82.91 |
| 2025-06-30 | $791k | 9.4k | 84.37 |
| 2025-03-31 | $791k | 9.4k | 84.37 |
| 2024-12-31 | $695k | 9.0k | 77.41 |
| 2024-09-30 | $775k | 9.0k | 85.90 |
| 2024-06-30 | $721k | 9.2k | 78.45 |