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Principal Financial shares owned by Guardian Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Guardian Wealth Management from 13F filings

Historical chart of Guardian Wealth Management investment in Principal Financial

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All positions including Principal Financial held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Guardian Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3k 41 79.46
2023-09-30 $2.9k 41 71.51
2023-06-30 $3.1k 40 76.50
2023-03-31 $3.0k 40 74.33