My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- Latest filing
- Jul 11, 2025
PFG holding history
Principal Financial Group Inc in every 13F filed by My Legacy Advisors, 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 2025 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −4,480−100.0% | Sold out | Holders |
| Q1 2025 | 4,480 | $378.0K | 0.1% | −66−1.5% | Reduced | Holders |
| Q4 2024 | 4,546 | $364.0K | 0.1% | +5+0.1% | Added | Holders |
| Q3 2024 | 4,541 | $390.1K | 0.2% | −899−16.5% | Reduced | Holders |
| Q2 2024 | 5,440 | $426.8K | 0.1% | +255+4.9% | Added | Holders |
| Q1 2024 | 5,185 | $447.5K | 0.2% | −8−0.2% | Reduced | Holders |
| Q4 2023 | 5,193 | $410.1K | 0.1% | +530+11.4% | Added | Holders |
| Q3 2023 | 4,663 | $324.1K | 0.1% | −3,830−45.1% | Reduced | Holders |
| Q2 2023 | 8,493 | $678.6K | 0.3% | −1,690−16.6% | Reduced | Holders |
| Q1 2023 | 10,183 | $756.4K | 0.3% | +1,151+12.7% | Added | Holders |
| Q4 2022 | 9,032 | $833.7K | 0.4% | +2,130+30.9% | Added | Holders |
| Q3 2022 | 6,902 | $529.0K | 0.3% | +1,800+35.3% | Added | Holders |
| Q2 2022 | 5,102 | $338.0K | 0.2% | +5,102 | New | Holders |