Sunbelt Securities, Inc.

SEC CIK: 0001632932
Latest filing: May 18, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by Sunbelt Securities, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overview All 13F holders of PFG Full Q1 2026 holdings

Shares (Q1 2026): 7,442
Value: $670.6K
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of PFG by Sunbelt Securities, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	7,442	$670.6K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	7,442	$656.5K	<0.1%	−268−3.5%	Reduced	Holders
Q3 2025	7,710	$639.2K	<0.1%	−2,167−21.9%	Reduced	Holders
Q2 2025	9,877	$764.6K	0.1%	+3,024+44.1%	Added	Holders
Q1 2025	6,853	$578.2K	0.1%	−3,024−30.6%	Reduced	Holders
Q4 2024	9,877	$762.8K	0.1%	00.0%	Unchanged	Holders
Q3 2024	9,877	$848.4K	0.1%	00.0%	Unchanged	Holders
Q2 2024	9,877	$774.8K	0.1%	+2,757+38.7%	Added	Holders
Q1 2024	7,120	$614.6K	0.1%	00.0%	Unchanged	Holders
Q4 2023	7,120	$560.2K	0.1%	−223−3.0%	Reduced	Holders
Q3 2023	7,343	$529.2K	0.1%	00.0%	Unchanged	Holders
Q2 2023	7,343	$556.9K	0.1%	−1,400−16.0%	Reduced	Holders
Q1 2023	8,743	$648.2K	0.1%	00.0%	Unchanged	Holders
Q4 2022	8,743	$733.7K	0.1%	+400+4.8%	Added	Holders
Q3 2022	8,343	$602.0K	0.1%	−400−4.6%	Reduced	Holders
Q2 2022	8,743	$584.0K	0.1%	−442−4.8%	Reduced	Holders
Q1 2022	9,185	$685.0K	0.1%	−15,362−62.6%	Reduced	Holders
Q4 2021	24,547	$1.92M	0.3%	−5,155−17.4%	Reduced	Holders
Q3 2021	29,702	$1.81M	0.3%	00.0%	Unchanged	Holders
Q2 2021	29,702	$1.81M	0.3%	−1,200−3.9%	Reduced	Holders
Q1 2021	30,902	$1.85M	0.4%	–	–	Holders

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