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PRINCIPAL FINANCIAL GROUP INC: MTUM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 46,907 MTUM 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 46,907 shares
    Change vs previous 13F +20,310 shares

    0.19% of the 13F portfolio, value $16,081,125.

    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 26,597 shares
    Change vs previous 13F +14,137 shares

    0.09% of the 13F portfolio, value $6,383,186.

    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 12,460 shares
    Change vs previous 13F -5,791 shares

    0.05% of the 13F portfolio, value $3,118,793.

    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 18,251 shares
    Change vs previous 13F -58,246 shares

    0.08% of the 13F portfolio, value $4,680,471.

    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 76,497 shares
    Change vs previous 13F +63,649 shares

    0.35% of the 13F portfolio, value $18,383,879.

    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 12,848 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $2,658,506.

    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 12,850 shares
    Change vs previous 13F +9,209 shares

    0.06% of the 13F portfolio, value $2,658,920.

    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 3,641 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $738,208.

    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).