Dynamic Wealth Strategies, LLC
Position in PFG — Principal Financial Group Inc
CIK 1812853
GRANITE BAY, CA
Position in PFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$62,189
+$11,908 QoQ
Shares Held
577
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#740
of 941 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $238,216 across 4 Asset Management names. PFG ranks #2 (26.1% of the industry book) .
All Filings in PFG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,189 | 577 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $50,281 | 558 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $46,574 | 528 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $43,776 | 528 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $41,939 | 528 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,547 | 528 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $45,355 | 528 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,421 | 528 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $45,571 | 528 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $41,537 | 528 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||