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PRINCIPAL FINANCIAL GROUP INC: INVX position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 234,238 INVX 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 234,238 shares
    Change vs previous 13F +2,834 shares

    <0.01% of the 13F portfolio, value $5,809,102.

    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 231,404 shares
    Change vs previous 13F -4,451 shares

    <0.01% of the 13F portfolio, value $5,643,943.

    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 235,855 shares
    Change vs previous 13F +15,444 shares

    <0.01% of the 13F portfolio, value $5,158,148.

    13F-HR 0001126328-26-000011 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).

  4. period ended2025-09-30
    13F 220,411 shares
    Change vs previous 13F +9,272 shares

    <0.01% of the 13F portfolio, value $4,086,420.

    13F-HR 0001126328-25-000057 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).

  5. period ended2025-06-30
    13F 211,139 shares
    Change vs previous 13F +18,511 shares

    <0.01% of the 13F portfolio, value $3,297,991.

    13F-HR 0001085146-25-004729 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).

  6. period ended2025-03-31
    13F 192,628 shares
    Change vs previous 13F +10,170 shares

    <0.01% of the 13F portfolio, value $3,459,599.

    13F-HR 0001085146-25-002396 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).

  7. period ended2024-12-31
    13F 182,458 shares
    Change vs previous 13F +20,102 shares

    <0.01% of the 13F portfolio, value $2,548,938.

    13F-HR 0001085146-25-000661 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).

  8. period ended2024-09-30
    13F/A 162,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,383,386.

    13F-HR 0001085146-24-005276 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).