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Oak Thistle LLC

SEC CIK
0001755987
Latest filing
Jul 20, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Oak Thistle 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)
9,636
Value
$1.04M
% of portfolio
0.1%
Quarters held
5
Since Q2 2022
Holdings of PFG by Oak Thistle LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,636$1.04M0.1%+9,636NewHolders
Q1 20260$00.0%−16,570−100.0%Sold outHolders
Q4 202516,570$1.46M0.2%+16,570NewHolders
Q1 20250$00.0%−8,026−100.0%Sold outHolders
Q4 20248,026$621.3K0.2%+8,026NewHolders
Q3 20240$00.0%−5,792−100.0%Sold outHolders
Q2 20245,792$454.4K0.3%+5,792NewHolders
Q3 20220$00.0%−3,163−100.0%Sold outHolders
Q2 20223,163$212.0K0.4%+3,163NewHolders