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PRINCIPAL FINANCIAL GROUP INC: LVHI position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 189,204 LVHI 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 189,204 shares
    Change vs previous 13F -304,031 shares

    0.09% of the 13F portfolio, value $7,678,842.

    13F-HR 0000012600-26-000012 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).

  2. period ended2026-03-31
    13F 493,235 shares
    Change vs previous 13F +118,017 shares

    0.29% of the 13F portfolio, value $19,995,747.

    13F-HR 0000012600-26-000009 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).

  3. period ended2025-12-31
    13F 375,218 shares
    Change vs previous 13F +745 shares

    0.21% of the 13F portfolio, value $13,815,527.

    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 374,473 shares
    Change vs previous 13F +96,824 shares

    0.21% of the 13F portfolio, value $13,012,937.

    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 277,649 shares
    Change vs previous 13F +222,945 shares

    0.17% of the 13F portfolio, value $9,037,475.

    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 54,704 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,669,566.

    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 54,704 shares
    Change vs previous 13F +31,535 shares

    0.04% of the 13F portfolio, value $1,669,566.

    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 23,169 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $720,093.

    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).