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PRINCIPAL FINANCIAL GROUP INC: HBTA position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 59,623 HBTA 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 59,623 shares
    Change vs previous 13F -2,188 shares

    0.02% of the 13F portfolio, value $1,949,076.

    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 61,811 shares
    Change vs previous 13F +5,832 shares

    0.02% of the 13F portfolio, value $1,655,323.

    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 55,979 shares
    Change vs previous 13F +2,686 shares

    0.03% of the 13F portfolio, value $1,621,712.

    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 53,293 shares
    Change vs previous 13F +393 shares

    0.02% of the 13F portfolio, value $1,506,593.

    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 52,900 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,343,707.

    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).