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PRINCIPAL FINANCIAL GROUP INC: IVT position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 7,413,225 IVT 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 7,413,225 shares
    Change vs previous 13F -316,156 shares

    0.13% of the 13F portfolio, value $262,428,663.

    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 7,729,381 shares
    Change vs previous 13F +1,539,672 shares

    0.13% of the 13F portfolio, value $235,437,535.

    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 6,189,709 shares
    Change vs previous 13F +1,456,454 shares

    0.09% of the 13F portfolio, value $174,611,579.

    13F-HR 0001126328-26-000011 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: 6,189,709 shares

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

  4. period ended2025-09-30
    13F 4,733,255 shares
    Change vs previous 13F +60,382 shares

    0.07% of the 13F portfolio, value $135,465,964.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 464 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,732,791 shares

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

  5. period ended2025-06-30
    13F 4,672,873 shares
    Change vs previous 13F +209,819 shares

    0.07% of the 13F portfolio, value $128,036,927.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 477 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,672,396 shares

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

  6. period ended2025-03-31
    13F 4,463,054 shares
    Change vs previous 13F +99,443 shares

    0.07% of the 13F portfolio, value $131,080,843.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,219 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,461,835 shares

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

  7. period ended2024-12-31
    13F 4,363,611 shares
    Change vs previous 13F +245,202 shares

    0.07% of the 13F portfolio, value $131,475,521.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 972 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,362,639 shares

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

  8. period ended2024-09-30
    13F/A 4,118,409 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $116,839,864.

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

    • PRINCIPAL SECURITIES, INC.: 1,113 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,117,296 shares

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