Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
PFG holding history
Principal Financial Group Inc in every 13F filed by Heritage Wealth Advisors, 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 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −29−100.0% | Sold out | Holders |
| Q2 2025 | 29 | $2.30K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 29 | $2.45K | <0.1% | −43−59.7% | Reduced | Holders |
| Q4 2024 | 72 | $5.57K | <0.1% | +13+22.0% | Added | Holders |
| Q3 2024 | 59 | $5.07K | <0.1% | +59 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −150−100.0% | Sold out | Holders |
| Q4 2023 | 150 | $11.8K | <0.1% | +150 | New | Holders |