Affinity Wealth Management LLC
- SEC CIK
- 0000810672
- Latest filing
- Jul 22, 2026
PFG holding history
Principal Financial Group Inc in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PFG overviewAll 13F holders of PFGFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −3,780−100.0% | Sold out | Holders |
| Q3 2023 | 3,780 | $272.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 3,780 | $286.7K | 0.1% | +521+16.0% | Added | Holders |
| Q1 2023 | 3,259 | $242.2K | 0.1% | +186+6.1% | Added | Holders |
| Q4 2022 | 3,073 | $257.9K | 0.1% | +3,073 | New | Holders |