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PRINCIPAL FINANCIAL GROUP INC: LPLA position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 2,687,558 LPLA 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 2,687,558 shares
    Change vs previous 13F +48,233 shares

    0.36% of the 13F portfolio, value $757,041,101.

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

    • PRINCIPAL SECURITIES, INC.: 2,594 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,684,964 shares

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

  2. period ended2026-03-31
    13F 2,639,325 shares
    Change vs previous 13F +702,465 shares

    0.41% of the 13F portfolio, value $793,999,777.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 2,781 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,636,544 shares

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

  3. period ended2025-12-31
    13F 1,936,860 shares
    Change vs previous 13F -35,763 shares

    0.34% of the 13F portfolio, value $691,803,066.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 2,377 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,934,483 shares

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

  4. period ended2025-09-30
    13F 1,972,623 shares
    Change vs previous 13F +373,614 shares

    0.32% of the 13F portfolio, value $656,283,869.

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

    • PRINCIPAL SECURITIES, INC.: 2,602 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,970,021 shares

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

  5. period ended2025-06-30
    13F 1,599,009 shares
    Change vs previous 13F +559,275 shares

    0.31% of the 13F portfolio, value $599,593,260.

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

    • PRINCIPAL SECURITIES, INC.: 2,065 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,596,944 shares

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

  6. period ended2025-03-31
    13F 1,039,734 shares
    Change vs previous 13F +971,814 shares

    0.19% of the 13F portfolio, value $340,137,988.

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

    • PRINCIPAL SECURITIES, INC.: 1,051 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,038,683 shares

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

  7. period ended2024-12-31
    13F 67,920 shares
    Change vs previous 13F +41,546 shares

    0.01% of the 13F portfolio, value $22,176,560.

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

    • PRINCIPAL SECURITIES, INC.: 1,051 shares
    • PRINCIPAL FINANCIAL GROUP INC: 66,869 shares

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

  8. period ended2024-09-30
    13F/A 26,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,135,384.

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

    • PRINCIPAL SECURITIES, INC.: 956 shares
    • PRINCIPAL FINANCIAL GROUP INC: 25,418 shares

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