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PRINCIPAL FINANCIAL GROUP INC: IVW position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 430,417 IVW 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 430,417 shares
    Change vs previous 13F +3,375 shares

    0.03% of the 13F portfolio, value $59,195,180.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 428,592 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,825 shares

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

  2. period ended2026-03-31
    13F 427,042 shares
    Change vs previous 13F -7,669 shares

    0.02% of the 13F portfolio, value $48,302,718.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 422,113 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,929 shares

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

  3. period ended2025-12-31
    13F 434,711 shares
    Change vs previous 13F +16,531 shares

    0.83% of the 13F portfolio, value $53,582,430.

    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 418,180 shares
    Change vs previous 13F +33,738 shares

    0.83% of the 13F portfolio, value $50,482,653.

    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 384,442 shares
    Change vs previous 13F +47,727 shares

    0.8% of the 13F portfolio, value $42,327,032.

    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 336,715 shares
    Change vs previous 13F -5,296 shares

    0.76% of the 13F portfolio, value $34,186,687.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 336,715 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  7. period ended2024-12-31
    13F 342,011 shares
    Change vs previous 13F +20,475 shares

    0.02% of the 13F portfolio, value $34,724,431.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 336,510 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,501 shares

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

  8. period ended2024-09-30
    13F 321,536 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $30,787,027.

    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).