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PRINCIPAL FINANCIAL GROUP INC: HDV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 298,144 HDV 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 298,144 shares
    Change vs previous 13F +250,706 shares

    0.1% of the 13F portfolio, value $8,172,137.

    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 47,438 shares
    Change vs previous 13F +2,669 shares

    0.09% of the 13F portfolio, value $6,438,182.

    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 44,769 shares
    Change vs previous 13F +1,940 shares

    0.08% of the 13F portfolio, value $5,444,396.

    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 42,829 shares
    Change vs previous 13F +1,001 shares

    0.09% of the 13F portfolio, value $5,244,432.

    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 41,828 shares
    Change vs previous 13F +13,168 shares

    0.09% of the 13F portfolio, value $4,900,962.

    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 28,660 shares
    Change vs previous 13F +332 shares

    0.07% of the 13F portfolio, value $3,217,323.

    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 28,328 shares
    Change vs previous 13F -163,927 shares

    0.07% of the 13F portfolio, value $3,180,053.

    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 192,255 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $22,613,010.

    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).