WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by WealthPLAN Partners, LLC, 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 Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of PFG by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−1,969−100.0%	Sold out	Holders
Q2 2023	1,969	$149.4K	<0.1%	−497−20.2%	Reduced	Holders
Q1 2023	2,466	$183.3K	<0.1%	+39+1.6%	Added	Holders
Q4 2022	2,427	$223.2K	<0.1%	–	No prior filing	Holders