Principal Financial shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse Wealth Management investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $285k | 3.6k | 79.43 |
| 2025-03-31 | $293k | 3.5k | 84.37 |
| 2024-12-31 | $272k | 3.5k | 77.41 |
| 2024-09-30 | $309k | 3.6k | 85.90 |
| 2024-06-30 | $282k | 3.6k | 78.45 |
| 2024-03-31 | $311k | 3.6k | 86.31 |
| 2023-12-31 | $286k | 3.6k | 78.67 |
| 2023-09-30 | $262k | 3.6k | 72.07 |
| 2023-06-30 | $275k | 3.6k | 75.84 |
| 2023-03-31 | $288k | 3.9k | 74.32 |
| 2022-12-31 | $326k | 3.9k | 84.04 |
| 2022-09-30 | $92k | 1.3k | 71.99 |
| 2022-06-30 | $264k | 4.0k | 66.77 |
| 2022-03-31 | $276k | 3.8k | 73.52 |
| 2021-12-31 | $264k | 3.7k | 72.25 |
| 2021-09-30 | $235k | 3.7k | 64.31 |
| 2021-06-30 | $231k | 3.7k | 63.22 |
| 2021-03-31 | $213k | 3.6k | 59.93 |
| 2020-12-31 | $176k | 3.6k | 49.52 |
More positions owned by Iron Horse Wealth Management
View all positions for Iron Horse Wealth Management