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PRINCIPAL FINANCIAL GROUP INC: ITOT position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 154,124 ITOT 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 154,124 shares
    Change vs previous 13F -3,557 shares

    0.3% of the 13F portfolio, value $25,317,922.

    13F-HR 0000012600-26-000012 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).

  2. period ended2026-03-31
    13F 157,681 shares
    Change vs previous 13F -2,189 shares

    0.33% of the 13F portfolio, value $22,458,402.

    13F-HR 0000012600-26-000009 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).

  3. period ended2025-12-31
    13F 159,870 shares
    Change vs previous 13F +3,285 shares

    0.37% of the 13F portfolio, value $23,771,025.

    13F-HR 0000012600-26-000001 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).

  4. period ended2025-09-30
    13F 156,585 shares
    Change vs previous 13F -2,439 shares

    0.38% of the 13F portfolio, value $22,806,609.

    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 159,024 shares
    Change vs previous 13F +103,987 shares

    0.4% of the 13F portfolio, value $21,474,591.

    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 55,037 shares
    Change vs previous 13F +255 shares

    0.16% of the 13F portfolio, value $7,078,828.

    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 54,782 shares
    Change vs previous 13F +10,102 shares

    0.16% of the 13F portfolio, value $7,046,036.

    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 44,680 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,612,664.

    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).