Principal Financial shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $591k | 7.5k | 78.67 |
| 2023-09-30 | $568k | 7.9k | 72.07 |
| 2023-06-30 | $595k | 7.9k | 75.84 |
| 2023-03-31 | $738k | 9.9k | 74.32 |
| 2022-12-31 | $830k | 9.9k | 83.92 |
| 2022-09-30 | $697k | 9.7k | 72.12 |
| 2022-06-30 | $724k | 11k | 66.79 |
| 2022-03-31 | $1.0M | 14k | 73.39 |
| 2021-12-31 | $1.1M | 15k | 72.32 |
| 2021-09-30 | $1.1M | 17k | 64.43 |
| 2021-06-30 | $1.3M | 21k | 63.17 |
| 2021-03-31 | $1.1M | 19k | 59.95 |
| 2020-12-31 | $750k | 15k | 49.64 |
| 2020-09-30 | $648k | 16k | 40.27 |
| 2020-06-30 | $759k | 18k | 41.55 |
| 2020-03-31 | $367k | 12k | 31.30 |
| 2019-12-31 | $520k | 9.4k | 55.05 |
| 2019-09-30 | $431k | 7.6k | 57.09 |
| 2019-06-30 | $329k | 5.7k | 57.92 |
| 2019-03-31 | $291k | 5.8k | 50.20 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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