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PRINCIPAL FINANCIAL GROUP INC: CVI position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 147,417 CVI 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 147,417 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $4,059,864.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP 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 147,522 shares
    Change vs previous 13F +3,217 shares

    <0.01% of the 13F portfolio, value $4,964,115.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP 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 144,305 shares
    Change vs previous 13F -1,584 shares

    <0.01% of the 13F portfolio, value $3,671,119.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP 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 145,889 shares
    Change vs previous 13F -23,448 shares

    <0.01% of the 13F portfolio, value $5,322,031.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP 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 169,337 shares
    Change vs previous 13F -1,299 shares

    <0.01% of the 13F portfolio, value $4,546,698.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 0 shares
    • PRINCIPAL FINANCIAL GROUP INC: 169,337 shares

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

  6. period ended2025-03-31
    13F 170,636 shares
    Change vs previous 13F +3,910 shares

    <0.01% of the 13F portfolio, value $3,310,304.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 52 shares
    • PRINCIPAL FINANCIAL GROUP INC: 170,584 shares

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

  7. period ended2024-12-31
    13F 166,726 shares
    Change vs previous 13F +4,830 shares

    <0.01% of the 13F portfolio, value $3,124,445.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 52 shares
    • PRINCIPAL FINANCIAL GROUP INC: 166,674 shares

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

  8. period ended2024-09-30
    13F/A 161,896 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,728,466.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 52 shares
    • PRINCIPAL FINANCIAL GROUP INC: 161,844 shares

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