PRINCIPAL FINANCIAL GROUP INC: FERG position timeline

PRINCIPAL FINANCIAL GROUP INC held 43,999 FERG 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 43,999 shares

   Change vs previous 13F +18,607 shares

   <0.01% of the 13F portfolio, value $10,442,375.

   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.: 4,225 shares
   • PRINCIPAL FINANCIAL GROUP INC: 39,774 shares

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

2. period ended2026-03-31

   13F 25,392 shares

   Change vs previous 13F +2,874 shares

   <0.01% of the 13F portfolio, value $5,922,956.

   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

   • PRINCIPAL SECURITIES, INC.: 3,894 shares
   • PRINCIPAL FINANCIAL GROUP INC: 21,498 shares

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

3. period ended2025-12-31

   13F 22,518 shares

   Change vs previous 13F -375 shares

   <0.01% of the 13F portfolio, value $5,013,183.

   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.: 1,194 shares
   • PRINCIPAL FINANCIAL GROUP INC: 21,324 shares

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

4. period ended2025-09-30

   13F 22,893 shares

   Change vs previous 13F -1,412 shares

   <0.01% of the 13F portfolio, value $5,141,310.

   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.: 1,841 shares
   • PRINCIPAL FINANCIAL GROUP INC: 21,052 shares

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

5. period ended2025-06-30

   13F 24,305 shares

   Change vs previous 13F -4,885 shares

   <0.01% of the 13F portfolio, value $5,292,414.

   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.: 2,156 shares
   • PRINCIPAL FINANCIAL GROUP INC: 22,149 shares

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

6. period ended2025-03-31

   13F 29,190 shares

   Change vs previous 13F -1,120 shares

   <0.01% of the 13F portfolio, value $4,718,281.

   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.: 3,086 shares
   • PRINCIPAL FINANCIAL GROUP INC: 26,104 shares

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

7. period ended2024-12-31

   13F 30,310 shares

   Change vs previous 13F -4,626 shares

   <0.01% of the 13F portfolio, value $5,260,906.

   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.: 3,086 shares
   • PRINCIPAL FINANCIAL GROUP INC: 27,224 shares

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

8. period ended2024-09-30

   13F/A 34,936 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,937,242.

   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.: 2,911 shares
   • PRINCIPAL FINANCIAL GROUP INC: 32,025 shares

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