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Pflug Koory, LLC

SEC CIK
0001740063
Latest filing
Jul 21, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Pflug Koory, 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 (Q2 2026)
473
Value
$51.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PFG by Pflug Koory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026473$51.0K<0.1%00.0%UnchangedHolders
Q1 2026473$42.6K<0.1%+188+66.0%AddedHolders
Q4 2025285$25.1K<0.1%00.0%UnchangedHolders
Q3 2025285$23.6K<0.1%00.0%UnchangedHolders
Q2 2025285$22.6K<0.1%00.0%UnchangedHolders
Q1 2025285$24.0K<0.1%00.0%UnchangedHolders
Q4 2024285$22.1K<0.1%00.0%UnchangedHolders
Q3 2024285$24.5K<0.1%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 2024285$24.6K<0.1%00.0%UnchangedHolders
Q4 2023285$22.4K<0.1%00.0%UnchangedHolders
Q3 2023285$20.5K<0.1%00.0%UnchangedHolders
Q2 2023285$21.6K<0.1%00.0%UnchangedHolders
Q1 2023285$21.2K<0.1%00.0%UnchangedHolders
Q4 2022285$24.0K<0.1%00.0%UnchangedHolders
Q3 2022285$21.0K<0.1%00.0%UnchangedHolders
Q2 2022285$19.0K<0.1%00.0%UnchangedHolders
Q1 2022285$21.0K<0.1%00.0%UnchangedHolders
Q4 2021285$21.0K<0.1%00.0%UnchangedHolders
Q3 2021285$18.0K<0.1%00.0%UnchangedHolders
Q2 2021285$18.0K<0.1%00.0%UnchangedHolders
Q1 2021285$17.0K<0.1%––Holders

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