PRINCIPAL FINANCIAL GROUP INC: PTLO position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 0 PTLO shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -197 shares
13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 197 shares
Change vs previous 13F -65,910 shares
<0.01% of the 13F portfolio, value $1,271.
13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- PRINCIPAL SECURITIES, INC.: 197 shares
- PRINCIPAL FINANCIAL GROUP INC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 66,107 shares
Change vs previous 13F -55,615 shares
<0.01% of the 13F portfolio, value $771,469.
13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- PRINCIPAL SECURITIES, INC.: 197 shares
- PRINCIPAL FINANCIAL GROUP INC: 65,910 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 121,722 shares
Change vs previous 13F +121,519 shares
<0.01% of the 13F portfolio, value $1,446,770.
13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- PRINCIPAL SECURITIES, INC.: 203 shares
- PRINCIPAL FINANCIAL GROUP INC: 121,519 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 203 shares
Change vs previous 13F -1,788,213 shares
<0.01% of the 13F portfolio, value $1,908.
13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- PRINCIPAL SECURITIES, INC.: 203 shares
- PRINCIPAL FINANCIAL GROUP INC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,788,416 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $24,089,796.
13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- PRINCIPAL SECURITIES, INC.: 303 shares
- PRINCIPAL FINANCIAL GROUP INC: 1,788,113 shares
Acceptance time not in the bulk data set (spec §4.2).