Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,321
New position
Shares Held
504
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#751
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Delos Wealth Advisors, LLC holds $74,318 across 3 Asset Management names. PFG ranks #1 (73.1% of the industry book) .
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,321 | 504 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||