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PRINCIPAL FINANCIAL GROUP INC: LOCO position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 27,066 LOCO 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 27,066 shares
    Change vs previous 13F +27,066 shares

    <0.01% of the 13F portfolio, value $459,040.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -75 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 75 shares
    Change vs previous 13F -18,871 shares

    <0.01% of the 13F portfolio, value $728.

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

    • PRINCIPAL SECURITIES, INC.: 75 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  4. period ended2025-06-30
    13F 18,946 shares
    Change vs previous 13F +18,906 shares

    <0.01% of the 13F portfolio, value $208,596.

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

    • PRINCIPAL SECURITIES, INC.: 75 shares
    • PRINCIPAL FINANCIAL GROUP INC: 18,871 shares

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

  5. period ended2025-03-31
    13F 40 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $462.

    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).

  6. period ended2024-12-31
    13F 40 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $462.

    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).

  7. period ended2024-09-30
    13F 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $548.

    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).