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PRINCIPAL FINANCIAL GROUP INC: BTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on BTZ, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 64,422 BTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,422 shares
    Change vs previous 13F -4,515 shares

    0.01% of the 13F portfolio, value $658,391.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,937 shares
    Change vs previous 13F -1,116 shares

    0.01% of the 13F portfolio, value $696,261.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 70,053 shares
    Change vs previous 13F -7,611 shares

    0.01% of the 13F portfolio, value $758,673.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,664 shares
    Change vs previous 13F -3,444 shares

    0.01% of the 13F portfolio, value $858,191.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 81,108 shares
    Change vs previous 13F -29,395 shares

    0.02% of the 13F portfolio, value $885,697.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 110,503 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,155,860.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 110,503 shares
    Change vs previous 13F -8,246 shares

    0.03% of the 13F portfolio, value $1,155,860.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 118,749 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,339,490.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).