SEC 13F Intelligence

Dmkc Advisory Services, LLC / PG4

Dmkc Advisory Services, LLC’s Principal Financial Group In Position

Does Dmkc Advisory Services, LLC own Principal Financial Group In (PG4)? Yes — 72.8K shares worth $8M (+1.48% of its 13F portfolio) as of Q2 2026, up from 72.8K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
72.8K
% of Portfolio
+1.48%
Quarters Held
7
currently held

Position History PG4

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202672.8K$8M+1.48%
Q1 202672.8K$7M+2.73%
Q4 202572.8K$6M+2.82%
Q3 202573.4K$6M+3.09%
Q2 202578.6K$6M+3.33%
Q1 202559.8K$5M+4.54%
Q4 202460.7K$5M+4.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dmkc Advisory Services, LLC’s full portfolio or all institutional holders of PG4.