National Wealth Management Group, LLC
Position in PFG — Principal Financial Group Inc
CIK 1977723
CINCINNATI, OH
Position in PFG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$643,769
-$17,908 QoQ
Shares Held
5,973
-18.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#44
of 162 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, 2026National Wealth Management Group, LLC holds $1,057,144 across 3 Asset Management names. PFG ranks #1 (60.9% of the industry book) .
All Filings in PFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,769 | 5,973 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $661,677 | 7,343 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $998,360 | 11,318 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||