PRINCIPAL FINANCIAL GROUP INC: EVER position timeline

PRINCIPAL FINANCIAL GROUP INC held 160,760 EVER 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 160,760 shares

   Change vs previous 13F +23,186 shares

   <0.01% of the 13F portfolio, value $3,824,481.

   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

   • PRINCIPAL SECURITIES, INC.: 12,824 shares
   • PRINCIPAL FINANCIAL GROUP INC: 147,936 shares

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

2. period ended2026-03-31

   13F 137,574 shares

   Change vs previous 13F +94,467 shares

   <0.01% of the 13F portfolio, value $2,121,391.

   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).

3. period ended2025-12-31

   13F 43,107 shares

   Change vs previous 13F +12,892 shares

   <0.01% of the 13F portfolio, value $1,163,889.

   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: 43,107 shares

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

4. period ended2025-09-30

   13F 30,215 shares

   Change vs previous 13F +10,573 shares

   <0.01% of the 13F portfolio, value $691,017.

   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.: 654 shares
   • PRINCIPAL FINANCIAL GROUP INC: 29,561 shares

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

5. period ended2025-06-30

   13F 19,642 shares

   Change vs previous 13F +19,642 shares

   <0.01% of the 13F portfolio, value $474,943.

   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.: 336 shares
   • PRINCIPAL FINANCIAL GROUP INC: 19,306 shares

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

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -314 shares

   13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 314 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,622.

   13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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