PRINCIPAL FINANCIAL GROUP INC: HRTG position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 0 HRTG shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -101,137 shares
13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 101,137 shares
Change vs previous 13F +35,897 shares
<0.01% of the 13F portfolio, value $2,959,269.
13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- PRINCIPAL SECURITIES, INC.: 0 shares
- PRINCIPAL FINANCIAL GROUP INC: 101,137 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 65,240 shares
Change vs previous 13F +43,663 shares
<0.01% of the 13F portfolio, value $1,642,743.
13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- PRINCIPAL SECURITIES, INC.: 750 shares
- PRINCIPAL FINANCIAL GROUP INC: 64,490 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 21,577 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $538,130.
13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- PRINCIPAL SECURITIES, INC.: 200 shares
- PRINCIPAL FINANCIAL GROUP INC: 21,377 shares
Acceptance time not in the bulk data set (spec §4.2).