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ORG Partners LLC

SEC CIK
0001979372
Latest filing
Jan 14, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by ORG Partners 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)
600
Value
$52.9K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2023
Holdings of PFG by ORG Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025600$52.9K<0.1%+17+2.9%AddedHolders
Q3 2025583$48.3K<0.1%+36+6.6%AddedHolders
Q2 2025547$44.2K<0.1%+39+7.7%AddedHolders
Q1 2025508$43.3K<0.1%−284−35.9%ReducedHolders
Q4 2024792$61.4K<0.1%+2+0.3%AddedHolders
Q3 2024790$67.9K<0.1%+3+0.4%AddedHolders
Q2 2024787$61.5K<0.1%+606+334.8%AddedHolders
Q1 2024181$15.6K<0.1%−603−76.9%ReducedHolders
Q4 2023784$61.7K<0.1%+3+0.4%AddedHolders
Q3 2023781$56.3K<0.1%00.0%UnchangedHolders
Q2 2023781$59.8K<0.1%+781NewHolders