Graypoint LLC

SEC CIK: 0001794198
Latest filing: Jul 15, 2025

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by Graypoint LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overview All 13F holders of PFG Full Q2 2025 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of PFG by Graypoint LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−2,626−100.0%	Sold out	Holders
Q3 2024	2,626	$225.6K	<0.1%	−28−1.1%	Reduced	Holders
Q2 2024	2,654	$208.2K	<0.1%	+140+5.6%	Added	Holders
Q1 2024	2,514	$217.0K	<0.1%	+2,514	New	Holders