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Livermore
Livermore
ZHEN

Denali Advisors LLC

SEC CIK
0001142941
Latest filing
Aug 10, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Denali 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of PFG by Denali Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−7,221−100.0%Sold outHolders
Q3 20257,221$598.7K0.1%−7,232−50.0%ReducedHolders
Q2 202514,453$1.15M0.1%+7,816+117.8%AddedHolders
Q1 20256,637$560.0K0.1%00.0%UnchangedHolders
Q4 20246,637$514.0K0.1%+6,637NewHolders
Q3 20240$00.0%−10,748−100.0%Sold outHolders
Q2 202410,748$843.2K0.2%+4,100+61.7%AddedHolders
Q1 20246,648$573.8K0.2%+4,800+259.7%AddedHolders
Q4 20231,848$145.4K<0.1%+1,032+126.5%AddedHolders
Q3 2023816$58.8K<0.1%−110−11.9%ReducedHolders
Q2 2023926$70.2K<0.1%−1,507−61.9%ReducedHolders
Q1 20232,433$180.8K0.1%−1,967−44.7%ReducedHolders
Q4 20224,400$369.2K0.2%+2,600+144.4%AddedHolders
Q3 20221,800$130.0K0.1%+1,500+500.0%AddedHolders
Q2 2022300$20.0K<0.1%−300−50.0%ReducedHolders
Q1 2022600$44.0K<0.1%−2,700−81.8%ReducedHolders
Q4 20213,300$239.0K0.1%−4,700−58.8%ReducedHolders
Q3 20218,000$515.0K0.2%+2,600+48.1%AddedHolders
Q2 20215,400$341.0K0.1%−14,100−72.3%ReducedHolders
Q1 202119,500$1.17M0.4%––Holders

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