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Stephens Consulting, LLC

SEC CIK
0001961632
Latest filing
Jan 13, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Stephens Consulting, 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 Q4 2025 holdings

Shares (Q4 2025)
725
Value
$64.0K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of PFG by Stephens Consulting, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025725$64.0K<0.1%00.0%UnchangedHolders
Q3 2025725$60.1K<0.1%−1−0.1%ReducedHolders
Q2 2025726$57.7K<0.1%+1+0.1%AddedHolders
Q1 2025725$61.2K<0.1%00.0%UnchangedHolders
Q4 2024725$56.1K<0.1%00.0%UnchangedHolders
Q3 2024725$62.3K<0.1%00.0%UnchangedHolders
Q2 2024725$56.9K<0.1%00.0%UnchangedHolders
Q1 2024725$62.6K<0.1%00.0%UnchangedHolders
Q4 2023725$57.0K<0.1%00.0%UnchangedHolders
Q3 2023725$52.3K<0.1%00.0%UnchangedHolders
Q2 2023725$55.0K<0.1%00.0%UnchangedHolders
Q1 2023725$53.9K<0.1%00.0%UnchangedHolders
Q4 2022725$60.8K<0.1%00.0%UnchangedHolders
Q3 2022725$52.3K<0.1%00.0%UnchangedHolders
Q2 2022725$48.4K<0.1%00.0%UnchangedHolders
Q1 2022725$53.2K<0.1%00.0%UnchangedHolders
Q4 2021725$52.4K<0.1%–No prior filingHolders