Plus Group Wealth Advisors LLC
Position in PFG — Principal Financial Group Inc
CIK 2109515
BELGIUM, WI
Position in PFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$255,761
New position
Shares Held
2,373
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#610
of 927 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, 2026Plus Group Wealth Advisors LLC holds $2,055,435 across 3 Asset Management names. PFG ranks #3 (12.4% 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 | $255,761 | 2,373 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||