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PRINCIPAL FINANCIAL GROUP INC: FDVV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 119,320 FDVV 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 119,320 shares
    Change vs previous 13F -4,573 shares

    0.09% of the 13F portfolio, value $7,193,814.

    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 123,893 shares
    Change vs previous 13F +196 shares

    0.1% of the 13F portfolio, value $6,843,823.

    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 123,697 shares
    Change vs previous 13F +16,382 shares

    0.11% of the 13F portfolio, value $7,012,355.

    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 107,315 shares
    Change vs previous 13F +34,120 shares

    0.1% of the 13F portfolio, value $5,978,538.

    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 73,195 shares
    Change vs previous 13F +22,564 shares

    0.07% of the 13F portfolio, value $3,807,590.

    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 50,631 shares
    Change vs previous 13F +1,308 shares

    0.06% of the 13F portfolio, value $2,528,510.

    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 49,323 shares
    Change vs previous 13F +763 shares

    0.06% of the 13F portfolio, value $2,463,188.

    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 48,560 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,459,554.

    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).