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PRINCIPAL FINANCIAL GROUP INC: CTA position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 62,185 CTA 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 62,185 shares
    Change vs previous 13F +17,389 shares

    0.02% of the 13F portfolio, value $1,613,066.

    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 44,796 shares
    Change vs previous 13F -10,174 shares

    0.02% of the 13F portfolio, value $1,353,741.

    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 54,970 shares
    Change vs previous 13F +6,495 shares

    0.02% of the 13F portfolio, value $1,498,477.

    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 48,475 shares
    Change vs previous 13F +3,016 shares

    0.02% of the 13F portfolio, value $1,355,850.

    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 45,459 shares
    Change vs previous 13F +44,828 shares

    0.02% of the 13F portfolio, value $1,215,561.

    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 631 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,599.

    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 631 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $17,599.

    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 91 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,366.

    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).