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PRINCIPAL FINANCIAL GROUP INC: IWY position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 163,167 IWY 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 163,167 shares
    Change vs previous 13F +77,403 shares

    0.02% of the 13F portfolio, value $47,419,497.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 45,018 shares
    • PRINCIPAL FINANCIAL GROUP INC: 118,149 shares

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

  2. period ended2026-03-31
    13F 85,764 shares
    Change vs previous 13F +4,141 shares

    0.01% of the 13F portfolio, value $21,341,523.

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

    • PRINCIPAL SECURITIES, INC.: 62,380 shares
    • PRINCIPAL FINANCIAL GROUP INC: 23,384 shares

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

  3. period ended2025-12-31
    13F 81,623 shares
    Change vs previous 13F -41,736 shares

    0.01% of the 13F portfolio, value $22,604,729.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 67,305 shares
    • PRINCIPAL FINANCIAL GROUP INC: 14,318 shares

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

  4. period ended2025-09-30
    13F 123,359 shares
    Change vs previous 13F +81,269 shares

    0.02% of the 13F portfolio, value $33,757,190.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 109,086 shares
    • PRINCIPAL FINANCIAL GROUP INC: 14,273 shares

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

  5. period ended2025-06-30
    13F 42,090 shares
    Change vs previous 13F -120,645 shares

    0.01% of the 13F portfolio, value $10,375,605.

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

    • PRINCIPAL SECURITIES, INC.: 17,642 shares
    • PRINCIPAL FINANCIAL GROUP INC: 24,448 shares

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

  6. period ended2025-03-31
    13F 162,735 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $38,286,663.

    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 162,735 shares
    Change vs previous 13F +152,427 shares

    0.86% of the 13F portfolio, value $38,286,663.

    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 10,308 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,268,275.

    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).