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PRINCIPAL FINANCIAL GROUP INC: CGSM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 194,070 CGSM 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 194,070 shares
    Change vs previous 13F +5,375 shares

    0.06% of the 13F portfolio, value $5,120,549.

    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 188,695 shares
    Change vs previous 13F +17,131 shares

    0.07% of the 13F portfolio, value $4,958,895.

    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 171,564 shares
    Change vs previous 13F +73,179 shares

    0.07% of the 13F portfolio, value $4,519,009.

    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 98,385 shares
    Change vs previous 13F +26,816 shares

    0.04% of the 13F portfolio, value $2,593,437.

    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 71,569 shares
    Change vs previous 13F +19,519 shares

    0.04% of the 13F portfolio, value $1,866,506.

    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 52,050 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,351,746.

    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 52,050 shares
    Change vs previous 13F +1,016 shares

    0.03% of the 13F portfolio, value $1,351,746.

    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 51,034 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,340,159.

    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).