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PRINCIPAL FINANCIAL GROUP INC: EFV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 109,158 EFV 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 109,158 shares
    Change vs previous 13F -26,935 shares

    <0.01% of the 13F portfolio, value $8,356,030.

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

    • PRINCIPAL SECURITIES, INC.: 67,285 shares
    • PRINCIPAL FINANCIAL GROUP INC: 41,873 shares

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

  2. period ended2026-03-31
    13F 136,093 shares
    Change vs previous 13F -118,269 shares

    0.01% of the 13F portfolio, value $10,118,534.

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

    • PRINCIPAL SECURITIES, INC.: 91,247 shares
    • PRINCIPAL FINANCIAL GROUP INC: 44,846 shares

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

  3. period ended2025-12-31
    13F 254,362 shares
    Change vs previous 13F +86,012 shares

    0.01% of the 13F portfolio, value $18,164,014.

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

    • PRINCIPAL SECURITIES, INC.: 147,933 shares
    • PRINCIPAL FINANCIAL GROUP INC: 106,429 shares

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

  4. period ended2025-09-30
    13F 168,350 shares
    Change vs previous 13F +7,699 shares

    0.01% of the 13F portfolio, value $11,419,150.

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

    • PRINCIPAL SECURITIES, INC.: 119,211 shares
    • PRINCIPAL FINANCIAL GROUP INC: 49,139 shares

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

  5. period ended2025-06-30
    13F 160,651 shares
    Change vs previous 13F -56,649 shares

    0.01% of the 13F portfolio, value $10,198,008.

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

    • PRINCIPAL SECURITIES, INC.: 125,773 shares
    • PRINCIPAL FINANCIAL GROUP INC: 34,878 shares

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

  6. period ended2025-03-31
    13F 217,300 shares
    Change vs previous 13F -6,711 shares

    0.01% of the 13F portfolio, value $11,685,394.

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

    • PRINCIPAL SECURITIES, INC.: 173,456 shares
    • PRINCIPAL FINANCIAL GROUP INC: 43,844 shares

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

  7. period ended2024-12-31
    13F 224,011 shares
    Change vs previous 13F +90,194 shares

    0.01% of the 13F portfolio, value $11,753,849.

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

    • PRINCIPAL SECURITIES, INC.: 173,292 shares
    • PRINCIPAL FINANCIAL GROUP INC: 50,719 shares

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

  8. period ended2024-09-30
    13F/A 133,817 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,698,551.

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

    • PRINCIPAL SECURITIES, INC.: 104,174 shares
    • PRINCIPAL FINANCIAL GROUP INC: 29,643 shares

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