Principal Financial shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 700 | 82.91 |
| 2025-06-30 | $56k | 700 | 79.43 |
| 2025-03-31 | $59k | 4 | 14764.75 |