PRINCIPAL FINANCIAL GROUP INC: PVAL position timeline

PRINCIPAL FINANCIAL GROUP INC held 8,813 PVAL 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 8,813 shares

   Change vs previous 13F +484 shares

   0.01% of the 13F portfolio, value $449,048.

   13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,329 shares

   Change vs previous 13F -7,008 shares

   0.01% of the 13F portfolio, value $386,471.

   13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 15,337 shares

   Change vs previous 13F +9,658 shares

   0.01% of the 13F portfolio, value $698,912.

   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).

4. period ended2025-09-30

   13F 5,679 shares

   Change vs previous 13F +2,656 shares

   <0.01% of the 13F portfolio, value $242,592.

   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

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

5. period ended2025-06-30

   13F 3,023 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $121,615.

   13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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