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Midland Wealth Advisors LLC

SEC CIK
0001990058
Latest filing
Jul 24, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Midland Wealth 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of PFG by Midland Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−15,674−100.0%Sold outHolders
Q3 202515,674$1.30M0.1%00.0%UnchangedHolders
Q2 202515,674$1.24M0.1%+100+0.6%AddedHolders
Q1 202515,574$1.31M0.1%+15,574NewHolders
Q3 20240$00.0%−15,574−100.0%Sold outHolders
Q2 202415,574$1.22M0.1%00.0%UnchangedHolders
Q1 202415,574$1.34M0.1%−358−2.2%ReducedHolders
Q4 202315,932$1.25M0.1%–No prior filingHolders