Vivid Wealth Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 2007281
West Des Moines, IA
Position in PFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$821,930
+$134,842 QoQ
Shares Held
7,626
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#399
of 941 holders
Holding Since
Dec 2023
11 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, 2026Vivid Wealth Management, LLC holds $944,040 across 2 Asset Management names. PFG ranks #1 (87.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
7,626 | $821,930 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
11,317 | $122,110 |
All Filings in PFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,930 | 7,626 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $687,088 | 7,625 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $672,424 | 7,623 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $631,857 | 7,621 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $590,959 | 7,440 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $627,544 | 7,438 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $575,620 | 7,436 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $655,846 | 7,635 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $590,963 | 7,533 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $650,086 | 7,532 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $592,463 | 7,531 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||