Principal Financial Group Inc

BARTLETT & CO. WEALTH MANAGEMENT LLC PFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/22/2026

Shares

4,218

Value ($000)

372

Weight

0.0%

2018 Q1 - 2025 Q4 (29 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/22/2026	372	0.0%	4,218	12/31/2025
2025 Q3	10/9/2025	350	0.0%	4,218	9/30/2025
2025 Q2	7/18/2025	331	0.0%	4,162	6/30/2025
2025 Q1	4/24/2025	351	0.0%	4,155	3/31/2025
2024 Q4	1/17/2025	322	0.0%	4,155	12/31/2024
2024 Q3	10/17/2024	357	0.0%	4,155	9/30/2024
2024 Q2	7/12/2024	326	0.0%	4,155	6/30/2024
2024 Q1	5/9/2024	359	0.0%	4,155	3/31/2024
2023 Q4	2/14/2024	329	0.0%	4,155	12/31/2023
2023 Q3	2/14/2024	299	0.0%	4,155	9/30/2023
2023 Q2	2/14/2024	315	0.0%	4,155	6/30/2023
2023 Q1	2/14/2024	160	0.0%	2,155	3/31/2023
2022 Q4	2/14/2024	192	0.0%	2,288	12/31/2022
2022 Q3	2/14/2024	165	0.0%	2,288	9/30/2022
2022 Q2	2/14/2024	153	0.0%	2,288	6/30/2022
2022 Q1	2/14/2024	168	0.0%	2,288	3/31/2022
2021 Q3	2/14/2024	124	0.0%	1,924	9/30/2021
2021 Q2	2/14/2024	122	0.0%	1,938	6/30/2021
2021 Q1	2/14/2024	116	0.0%	1,938	3/31/2021
2020 Q4	2/13/2024	96	0.0%	1,938	12/31/2020
2020 Q3	2/13/2024	77	0.0%	1,924	9/30/2020
2020 Q2	2/13/2024	80	0.0%	1,924	6/30/2020
2020 Q1	2/13/2024	60	0.0%	1,924	3/31/2020
2019 Q4	2/13/2024	106	0.0%	1,924	12/31/2019
2019 Q3	2/13/2024	110	0.0%	1,924	9/30/2019
2019 Q2	2/13/2024	104	0.0%	1,791	6/30/2019
2019 Q1	2/13/2024	90	0.0%	1,791	3/31/2019
2018 Q4	2/13/2024	64	0.0%	1,452	12/31/2018
2018 Q1	2/13/2024	2	0.0%	25	3/31/2018