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PRINCIPAL FINANCIAL GROUP INC: RTO position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 98,085 RTO 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 98,085 shares
    Change vs previous 13F +16,864 shares

    0.03% of the 13F portfolio, value $2,806,222.

    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 81,221 shares
    Change vs previous 13F +5,203 shares

    0.04% of the 13F portfolio, value $2,556,831.

    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 76,018 shares
    Change vs previous 13F +28,150 shares

    0.03% of the 13F portfolio, value $2,239,485.

    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 47,868 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $1,208,662.

    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 47,599 shares
    Change vs previous 13F +12,000 shares

    0.02% of the 13F portfolio, value $1,142,373.

    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 35,599 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $901,367.

    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 35,599 shares
    Change vs previous 13F +10,376 shares

    0.02% of the 13F portfolio, value $901,367.

    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 25,223 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $628,809.

    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).