Principal Financial shares owned by LVW Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Principal Financial
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All positions including Principal Financial held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 3.8k | 82.91 |
| 2025-06-30 | $297k | 3.7k | 79.43 |
| 2024-09-30 | $279k | 3.3k | 85.90 |
| 2024-06-30 | $262k | 3.3k | 78.45 |