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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Clearstead Advisors, 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 (Q2 2026)
3,981
Value
$429.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,981$429.1K<0.1%+3,586+907.8%AddedHolders
Q1 2026395$35.6K<0.1%−864−68.6%ReducedHolders
Q4 20251,259$111.1K<0.1%+352+38.8%AddedHolders
Q3 2025907$75.2K<0.1%+140+18.3%AddedHolders
Q2 2025767$60.9K<0.1%+112+17.1%AddedHolders
Q1 2025655$55.3K<0.1%+126+23.8%AddedHolders
Q4 2024529$41.0K<0.1%+6+1.1%AddedHolders
Q3 2024523$44.9K<0.1%00.0%UnchangedHolders
Q2 2024523$41.0K<0.1%−196−27.3%ReducedHolders
Q1 2024719$60.3K<0.1%−17−2.3%ReducedHolders
Q4 2023736$57.9K<0.1%+17+2.4%AddedHolders
Q3 2023719$51.8K<0.1%00.0%UnchangedHolders
Q2 2023719$54.5K<0.1%+619+619.0%AddedHolders
Q1 2023100$7.43K<0.1%00.0%UnchangedHolders
Q4 2022100$8.39K<0.1%00.0%UnchangedHolders
Q3 2022100$7.00K<0.1%00.0%UnchangedHolders
Q2 2022100$7.00K<0.1%00.0%UnchangedHolders
Q1 2022100$7.00K<0.1%00.0%UnchangedHolders
Q4 2021100$7.00K<0.1%−1,895−95.0%ReducedHolders
Q3 20211,995$128.0K<0.1%−22−1.1%ReducedHolders
Q2 20212,017$127.0K<0.1%+22+1.1%AddedHolders
Q1 20211,995$120.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.