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Leelyn Smith, LLC

SEC CIK
0001777817
Latest filing
Jul 23, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Leelyn Smith, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of PFG by Leelyn Smith, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−32,725−100.0%Sold outHolders
Q1 202332,725$2.43M0.6%+41+0.1%AddedHolders
Q4 202232,684$2.74M0.8%−295−0.9%ReducedHolders
Q3 202232,979$2.38M0.8%+925+2.9%AddedHolders
Q2 202232,054$2.14M0.6%+1,508+4.9%AddedHolders
Q1 202230,546$2.24M0.6%+927+3.1%AddedHolders
Q4 202129,619$2.14M0.6%−603−2.0%ReducedHolders
Q3 202130,222$1.95M0.6%+99+0.3%AddedHolders
Q2 202130,123$1.90M0.6%+29,889+12,773.1%AddedHolders
Q1 2021234$14.0K<0.1%––Holders

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