PFG β€” PRINCIPAL FINANCIAL GROUP IN

Ownership history in DMKC Advisory Services, LLC  Β·  5 quarters on record

AI Ownership Summary

DMKC Advisory Services, LLC reported PRINCIPAL FINANCIAL GROUP IN (PFG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.54% in 2025 Q1. The latest visible filing shows PFG at 2.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DMKC Advisory Services, LLC's position in PRINCIPAL FINANCIAL GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFG was reported at 2.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.54% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DMKC Advisory Services, LLC held PFG β€” position size vs. price
% of Fund (quarterly)    PFG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 72,835 -552 -0.8% 2.82% $6.4M 2026-02-14 (Est.) $89.58
2025 Q3 REDUCED 73,387 -5,197 -6.6% 3.09% $6.1M 2025-10-21 $77.95
2025 Q2 ADDED 78,584 +18,832 +31.5% 3.33% $6.4M 2025-07-21 $76.55
2025 Q1 REDUCED 59,752 -997 -1.6% 4.54% $5.0M 2025-04-22 $70.14
2024 Q4 INITIATED 60,749 β€” β€” 4.27% $4.7M 2025-02-05 $76.87

FAQ About DMKC Advisory Services, LLC and PFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has DMKC Advisory Services, LLC reported owning PFG?

DMKC Advisory Services, LLC reported PFG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PFG position in DMKC Advisory Services, LLC's portfolio?

The largest reported portfolio weight for PFG was 4.54% in 2025 Q1.

What is the latest reported PFG position on this page?

The most recent filing on this page is 2025 Q4, when DMKC Advisory Services, LLC reported 72,835 shares, equal to 2.82% of portfolio, with an estimated market value of $6.4M.

What does the chart on this PFG ownership page compare?

The chart compares DMKC Advisory Services, LLC's quarterly PFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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