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Private Wealth Advisors

SEC CIK
0001787027
Latest filing
Aug 6, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Private Wealth Advisors, 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)
2,106
Value
$226.9K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of PFG by Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,106$226.9K0.1%+2,106NewHolders