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SeaCrest Wealth Management, LLC

SEC CIK
0001728121
Latest filing
Jul 9, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by SeaCrest Wealth Management, 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of PFG by SeaCrest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−2,453−100.0%Sold outHolders
Q4 20222,453$205.9K<0.1%−937−27.6%ReducedHolders
Q3 20223,390$245.0K<0.1%−153−4.3%ReducedHolders
Q2 20223,543$237.0K<0.1%+11+0.3%AddedHolders
Q1 20223,532$259.0K<0.1%+466+15.2%AddedHolders
Q4 20213,066$222.0K<0.1%+3,066NewHolders