Skip to content
Disclosery

PRINCIPAL FINANCIAL GROUP INC: HEFA position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 27,143 HEFA 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 27,143 shares
    Change vs previous 13F +1,427 shares

    0.02% of the 13F portfolio, value $1,273,700.

    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 25,716 shares
    Change vs previous 13F -44,410 shares

    0.02% of the 13F portfolio, value $1,092,814.

    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 70,126 shares
    Change vs previous 13F +4,923 shares

    0.04% of the 13F portfolio, value $2,900,424.

    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 65,203 shares
    Change vs previous 13F +28,707 shares

    0.04% of the 13F portfolio, value $2,582,687.

    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 36,496 shares
    Change vs previous 13F +13,736 shares

    0.03% of the 13F portfolio, value $1,385,374.

    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 22,760 shares
    Change vs previous 13F +650 shares

    0.02% of the 13F portfolio, value $790,897.

    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 22,110 shares
    Change vs previous 13F +1,242 shares

    0.02% of the 13F portfolio, value $768,329.

    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 20,868 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $739,161.

    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).