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PRINCIPAL FINANCIAL GROUP INC: CGDV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 379,584 CGDV 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 379,584 shares
    Change vs previous 13F +22,369 shares

    0.23% of the 13F portfolio, value $18,705,923.

    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 357,215 shares
    Change vs previous 13F +60,317 shares

    0.22% of the 13F portfolio, value $15,195,921.

    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 296,898 shares
    Change vs previous 13F +56,326 shares

    0.2% of the 13F portfolio, value $12,956,616.

    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 240,572 shares
    Change vs previous 13F -31,859 shares

    0.17% of the 13F portfolio, value $10,111,227.

    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 272,431 shares
    Change vs previous 13F +45,083 shares

    0.2% of the 13F portfolio, value $10,758,316.

    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 227,348 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $8,016,284.

    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 227,348 shares
    Change vs previous 13F +30,912 shares

    0.18% of the 13F portfolio, value $8,016,284.

    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 196,436 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,158,145.

    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).