Ownership history in DMKC Advisory Services, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which DMKC Advisory Services, LLC reported a position in PRINCIPAL FINANCIAL GROUP IN (PFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 72,835 | -552 | -0.8% | 2.82% | $6.4M | $87.42 |
| 2025 Q3 | REDUCED | 73,387 | -5,197 | -6.6% | 3.09% | $6.1M | $81.40 |
| 2025 Q2 | ADDED | 78,584 | +18,832 | +31.5% | 3.33% | $6.4M | $77.23 |
| 2025 Q1 | REDUCED | 59,752 | -997 | -1.6% | 4.54% | $5.0M | $81.23 |
| 2024 Q4 | INITIATED | 60,749 | — | — | 4.27% | $4.7M | $73.85 |
As of 2025 Q4 — sorted by position size