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PRINCIPAL FINANCIAL GROUP INC: IRTC position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 59,733 IRTC 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 59,733 shares
    Change vs previous 13F +6,257 shares

    <0.01% of the 13F portfolio, value $7,105,240.

    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 53,476 shares
    Change vs previous 13F -15,945 shares

    <0.01% of the 13F portfolio, value $6,311,238.

    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 69,421 shares
    Change vs previous 13F -10,715 shares

    0.01% of the 13F portfolio, value $12,318,061.

    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 80,136 shares
    Change vs previous 13F +967 shares

    0.01% of the 13F portfolio, value $13,782,590.

    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 79,169 shares
    Change vs previous 13F +28,720 shares

    0.01% of the 13F portfolio, value $12,188,859.

    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 50,449 shares
    Change vs previous 13F +47,785 shares

    <0.01% of the 13F portfolio, value $5,281,001.

    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 2,664 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $240,213.

    13F-HR 0001085146-25-000661 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: 2,664 shares

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

  8. period ended2024-09-30
    13F/A 2,939 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,191.

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

    • PRINCIPAL SECURITIES, INC.: 31 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,908 shares

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