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PRINCIPAL FINANCIAL GROUP INC: IUSV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 671,256 IUSV 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 671,256 shares
    Change vs previous 13F -30,827 shares

    0.89% of the 13F portfolio, value $73,938,845.

    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 702,083 shares
    Change vs previous 13F +74,434 shares

    1.05% of the 13F portfolio, value $71,787,960.

    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 627,649 shares
    Change vs previous 13F -108,918 shares

    0.99% of the 13F portfolio, value $64,359,156.

    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 736,567 shares
    Change vs previous 13F +3,427 shares

    1.21% of the 13F portfolio, value $73,619,848.

    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 733,140 shares
    Change vs previous 13F +396,094 shares

    1.3% of the 13F portfolio, value $69,377,021.

    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 337,046 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $31,207,049.

    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 337,046 shares
    Change vs previous 13F +14,511 shares

    0.7% of the 13F portfolio, value $31,207,049.

    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 322,535 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $30,798,826.

    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).