Skip to main content
Livermore
Livermore
ZHEN

Hohimer Wealth Management, LLC

SEC CIK
0001802533
Latest filing
Jul 31, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Hohimer Wealth Management, 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)
24,699
Value
$2.66M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PFG by Hohimer Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,699$2.66M0.3%+20.0%AddedHolders
Q1 202624,697$2.23M0.3%+30.0%AddedHolders
Q4 202524,694$2.18M0.3%−347−1.4%ReducedHolders
Q3 202525,041$2.08M0.3%+30.0%AddedHolders
Q2 202525,038$1.99M0.4%+30.0%AddedHolders
Q1 202525,035$2.11M0.4%+311+1.3%AddedHolders
Q4 202424,724$1.91M0.4%00.0%UnchangedHolders
Q3 202424,724$2.12M0.5%00.0%UnchangedHolders
Q2 202424,724$1.94M0.5%00.0%UnchangedHolders
Q1 202424,724$2.13M0.5%−284−1.1%ReducedHolders
Q4 202325,008$1.97M0.5%00.0%UnchangedHolders
Q3 202325,008$1.80M0.5%00.0%UnchangedHolders
Q2 202325,008$1.90M0.5%00.0%UnchangedHolders
Q1 202325,008$1.86M0.5%+20,675+477.2%AddedHolders
Q4 20224,333$363.6K0.1%−20,815−82.8%ReducedHolders
Q3 202225,148$1.81M0.6%00.0%UnchangedHolders
Q2 202225,148$1.68M0.5%00.0%UnchangedHolders
Q1 202225,148$1.85M0.4%−250−1.0%ReducedHolders
Q4 202125,398$1.84M0.4%−21−0.1%ReducedHolders
Q3 202125,419$1.64M0.3%00.0%UnchangedHolders
Q2 202125,419$1.61M0.3%+515+2.1%AddedHolders
Q1 202124,904$1.49M0.4%––Holders

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