Centennial Wealth Advisory LLC
Position in PFG — Principal Financial Group Inc
CIK 1839421
Traverse City, MI
Position in PFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$841,330
+$187,853 QoQ
Shares Held
7,806
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#397
of 941 holders
Holding Since
Jun 2021
21 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, 2026Centennial Wealth Advisory LLC holds $2,222,823 across 3 Asset Management names. PFG ranks #2 (37.8% of the industry book) .
All Filings in PFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,330 | 7,806 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $653,477 | 7,252 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $534,552 | 6,060 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $477,478 | 5,759 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $411,685 | 5,183 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $379,411 | 4,497 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $304,298 | 3,931 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $295,581 | 3,441 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $253,236 | 3,228 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $351,109 | 4,068 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $354,408 | 4,505 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $342,188 | 4,748 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $348,484 | 4,595 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $345,290 | 4,646 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $341,554 | 4,070 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $275,901 | 3,824 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $394,996 | 5,914 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $313,974 | 4,277 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $265,306 | 3,668 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $223,017 | 3,463 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $208,084 | 3,293 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||