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PRINCIPAL FINANCIAL GROUP INC: HLNE position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,032,111 HLNE 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 1,032,111 shares
    Change vs previous 13F -71,802 shares

    0.04% of the 13F portfolio, value $81,363,157.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP 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 1,103,913 shares
    Change vs previous 13F +18,063 shares

    0.06% of the 13F portfolio, value $109,724,705.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP 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 1,085,850 shares
    Change vs previous 13F +648,006 shares

    0.07% of the 13F portfolio, value $145,844,500.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 0 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,085,850 shares

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

  4. period ended2025-09-30
    13F 437,844 shares
    Change vs previous 13F -38,983 shares

    0.03% of the 13F portfolio, value $59,018,440.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 582 shares
    • PRINCIPAL FINANCIAL GROUP INC: 437,262 shares

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

  5. period ended2025-06-30
    13F 476,827 shares
    Change vs previous 13F -59,679 shares

    0.03% of the 13F portfolio, value $67,768,206.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 590 shares
    • PRINCIPAL FINANCIAL GROUP INC: 476,237 shares

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

  6. period ended2025-03-31
    13F 536,506 shares
    Change vs previous 13F -6,055 shares

    0.04% of the 13F portfolio, value $79,762,303.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 283 shares
    • PRINCIPAL FINANCIAL GROUP INC: 536,223 shares

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

  7. period ended2024-12-31
    13F 542,561 shares
    Change vs previous 13F -41,485 shares

    0.04% of the 13F portfolio, value $80,332,267.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 283 shares
    • PRINCIPAL FINANCIAL GROUP INC: 542,278 shares

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

  8. period ended2024-09-30
    13F/A 584,046 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $98,352,122.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 325 shares
    • PRINCIPAL FINANCIAL GROUP INC: 583,721 shares

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