PRINCIPAL FINANCIAL GROUP INC: IWO position timeline

PRINCIPAL FINANCIAL GROUP INC held 8,617 IWO 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 8,617 shares

   Change vs previous 13F -165 shares

   <0.01% of the 13F portfolio, value $3,394,753.

   13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • PRINCIPAL SECURITIES, INC.: 1,217 shares
   • PRINCIPAL FINANCIAL GROUP INC: 7,400 shares

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

2. period ended2026-03-31

   13F 8,782 shares

   Change vs previous 13F +1,321 shares

   <0.01% of the 13F portfolio, value $2,755,761.

   13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • PRINCIPAL SECURITIES, INC.: 1,282 shares
   • PRINCIPAL FINANCIAL GROUP INC: 7,500 shares

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

3. period ended2025-12-31

   13F 7,461 shares

   Change vs previous 13F -1,482 shares

   <0.01% of the 13F portfolio, value $2,409,851.

   13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 1,261 shares
   • PRINCIPAL FINANCIAL GROUP INC: 6,200 shares

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

4. period ended2025-09-30

   13F 8,943 shares

   Change vs previous 13F +537 shares

   <0.01% of the 13F portfolio, value $2,862,269.

   13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 1,243 shares
   • PRINCIPAL FINANCIAL GROUP INC: 7,700 shares

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

5. period ended2025-06-30

   13F 8,406 shares

   Change vs previous 13F -7,829 shares

   <0.01% of the 13F portfolio, value $2,402,899.

   13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • PRINCIPAL SECURITIES, INC.: 1,306 shares
   • PRINCIPAL FINANCIAL GROUP INC: 7,100 shares

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

6. period ended2025-03-31

   13F 16,235 shares

   Change vs previous 13F +200 shares

   <0.01% of the 13F portfolio, value $4,382,094.

   13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • PRINCIPAL SECURITIES, INC.: 7,235 shares
   • PRINCIPAL FINANCIAL GROUP INC: 9,000 shares

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

7. period ended2024-12-31

   13F 16,035 shares

   Change vs previous 13F -432 shares

   <0.01% of the 13F portfolio, value $4,615,140.

   13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 7,235 shares
   • PRINCIPAL FINANCIAL GROUP INC: 8,800 shares

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

8. period ended2024-09-30

   13F/A 16,467 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,676,758.

   13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 6,567 shares
   • PRINCIPAL FINANCIAL GROUP INC: 9,900 shares

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