Skip to main content

Strategy Asset Managers LLC

SEC CIK
0001166716
Latest filing
Aug 14, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Strategy Asset Managers 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2023
Holdings of PFG by Strategy Asset Managers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−8,474−100.0%Sold outHolders
Q2 20248,474$642.7K0.1%+8,474NewHolders
Q3 20230$00.0%−8,474−100.0%Sold outHolders
Q2 20238,474$642.7K0.1%+558+7.0%AddedHolders
Q1 20237,916$588.3K0.1%+7,916NewHolders