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Livermore
Livermore
ZHEN

Park Edge Advisors, LLC

SEC CIK
0001965659
Latest filing
Jul 10, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Park Edge Advisors, 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)
10,236
Value
$1.10M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of PFG by Park Edge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,236$1.10M0.2%00.0%UnchangedHolders
Q1 202610,236$922.4K0.2%00.0%UnchangedHolders
Q4 202510,236$902.9K0.2%00.0%UnchangedHolders
Q3 202510,236$848.7K0.2%00.0%UnchangedHolders
Q2 202510,236$813.0K0.2%00.0%UnchangedHolders
Q1 202510,236$863.6K0.2%00.0%UnchangedHolders
Q4 202410,236$792.4K0.2%−655−6.0%ReducedHolders
Q3 202410,891$935.5K0.3%00.0%UnchangedHolders
Q2 202410,891$854.4K0.3%00.0%UnchangedHolders
Q1 202410,891$940.0K0.3%00.0%UnchangedHolders
Q4 202310,891$856.8K0.3%00.0%UnchangedHolders
Q3 202310,891$784.9K0.3%00.0%UnchangedHolders
Q2 202310,891$826.0K0.3%00.0%UnchangedHolders
Q1 202310,891$809.4K0.3%00.0%UnchangedHolders
Q4 202210,891$914.0K0.4%–No prior filingHolders