McCarthy Grittinger Financial Group, LLC

SEC CIK: 0001972750
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by McCarthy Grittinger Financial Group, 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 2026 holdings

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of PFG by McCarthy Grittinger Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−410−100.0%	Sold out	Holders
Q1 2021	410	$24.6K	<0.1%	–	–	Holders

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