PRINCIPAL FINANCIAL GROUP INC: EPR position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 173,741 EPR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 173,741 shares
Change vs previous 13F +3,699 shares
<0.01% of the 13F portfolio, value $10,078,716.
13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 170,042 shares
Change vs previous 13F +6,293 shares
<0.01% of the 13F portfolio, value $8,495,298.
13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 163,749 shares
Change vs previous 13F -8,306 shares
<0.01% of the 13F portfolio, value $8,171,075.
13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- PRINCIPAL SECURITIES, INC.: 0 shares
- PRINCIPAL FINANCIAL GROUP INC: 163,749 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 172,055 shares
Change vs previous 13F -2,952 shares
<0.01% of the 13F portfolio, value $9,980,885.
13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- PRINCIPAL SECURITIES, INC.: 2,954 shares
- PRINCIPAL FINANCIAL GROUP INC: 169,101 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 175,007 shares
Change vs previous 13F -571 shares
0.01% of the 13F portfolio, value $10,195,913.
13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- PRINCIPAL SECURITIES, INC.: 2,591 shares
- PRINCIPAL FINANCIAL GROUP INC: 172,416 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 175,578 shares
Change vs previous 13F +699 shares
0.01% of the 13F portfolio, value $9,226,367.
13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- PRINCIPAL SECURITIES, INC.: 1,296 shares
- PRINCIPAL FINANCIAL GROUP INC: 174,282 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 174,879 shares
Change vs previous 13F -1,223 shares
<0.01% of the 13F portfolio, value $7,743,645.
13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- PRINCIPAL SECURITIES, INC.: 1,296 shares
- PRINCIPAL FINANCIAL GROUP INC: 173,583 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 176,102 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,636,065.
13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- PRINCIPAL SECURITIES, INC.: 839 shares
- PRINCIPAL FINANCIAL GROUP INC: 175,263 shares
Acceptance time not in the bulk data set (spec §4.2).