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PRINCIPAL FINANCIAL GROUP INC: PDI position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 303,855 PDI 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 303,855 shares
    Change vs previous 13F +25,417 shares

    0.06% of the 13F portfolio, value $5,074,386.

    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 278,438 shares
    Change vs previous 13F +23,987 shares

    0.07% of the 13F portfolio, value $4,764,075.

    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 254,451 shares
    Change vs previous 13F +10,399 shares

    0.07% of the 13F portfolio, value $4,506,331.

    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 244,052 shares
    Change vs previous 13F +34,677 shares

    0.08% of the 13F portfolio, value $4,832,229.

    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 209,375 shares
    Change vs previous 13F -3,801 shares

    0.07% of the 13F portfolio, value $3,971,840.

    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 213,176 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,909,654.

    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 213,176 shares
    Change vs previous 13F +16,210 shares

    0.09% of the 13F portfolio, value $3,909,654.

    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 196,966 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,992,510.

    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).