NORTHWEST WEALTH MANAGEMENT, LLC
Position in PFG — Principal Financial Group Inc
CIK 1695344
SPENCER, IA
Position in PFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$228,062
+$1,813 QoQ
Shares Held
2,116
-26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#644
of 941 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $1,561,609 across 5 Asset Management names. PFG ranks #4 (14.6% of the industry book) .
All Filings in PFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,062 | 2,116 | Shares | Sole | 2026-07-13 | |
| 2024-06-30 | $226,249 | 2,884 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $248,141 | 2,875 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $228,615 | 2,906 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $218,300 | 3,029 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $229,264 | 3,023 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $243,323 | 3,274 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $283,062 | 3,373 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $240,981 | 3,340 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $233,765 | 3,500 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $234,912 | 3,200 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||