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PRINCIPAL FINANCIAL GROUP INC: HLN position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 2,273,545 HLN 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 2,273,545 shares
    Change vs previous 13F -678,661 shares

    0.01% of the 13F portfolio, value $21,212,173.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 148,878 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,124,667 shares

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

  2. period ended2026-03-31
    13F 2,952,206 shares
    Change vs previous 13F +2,807,340 shares

    0.02% of the 13F portfolio, value $29,551,582.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 148,676 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,803,530 shares

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

  3. period ended2025-12-31
    13F 144,866 shares
    Change vs previous 13F +25,939 shares

    <0.01% of the 13F portfolio, value $1,464,595.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 134,669 shares
    • PRINCIPAL FINANCIAL GROUP INC: 10,197 shares

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

  4. period ended2025-09-30
    13F 118,927 shares
    Change vs previous 13F -6,089 shares

    0.02% of the 13F portfolio, value $1,066,775.

    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 125,016 shares
    Change vs previous 13F +46,133 shares

    0.02% of the 13F portfolio, value $1,296,416.

    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 78,883 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $752,544.

    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 78,878 shares
    Change vs previous 13F +24,997 shares

    0.02% of the 13F portfolio, value $752,496.

    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 53,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $570,061.

    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).