Atlantic Private Wealth, LLC
Position in PFG — Principal Financial Group Inc
CIK 1893143
CHAPEL HILL, NC
Position in PFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$538
+$88 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#928
of 941 holders
Holding Since
Dec 2025
3 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, 2026Atlantic Private Wealth, LLC holds $82,938 across 3 Asset Management names. PFG ranks #2 (0.6% of the industry book) .
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538 | 5 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $450 | 5 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $441 | 5 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||