PRINCIPAL FINANCIAL GROUP INC: SAM position timeline

PRINCIPAL FINANCIAL GROUP INC held 17,353 SAM 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 17,353 shares

   Change vs previous 13F +162 shares

   <0.01% of the 13F portfolio, value $3,072,001.

   13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP 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 17,191 shares

   Change vs previous 13F +640 shares

   <0.01% of the 13F portfolio, value $3,960,806.

   13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-05-04 (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 16,551 shares

   Change vs previous 13F -1,399 shares

   <0.01% of the 13F portfolio, value $3,229,597.

   13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 0 shares
   • PRINCIPAL FINANCIAL GROUP INC: 16,551 shares

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

4. period ended2025-09-30

   13F 17,950 shares

   Change vs previous 13F -1,107 shares

   <0.01% of the 13F portfolio, value $3,794,988.

   13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 367 shares
   • PRINCIPAL FINANCIAL GROUP INC: 17,583 shares

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

5. period ended2025-06-30

   13F 19,057 shares

   Change vs previous 13F -1,192 shares

   <0.01% of the 13F portfolio, value $3,636,267.

   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.: 357 shares
   • PRINCIPAL FINANCIAL GROUP INC: 18,700 shares

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

6. period ended2025-03-31

   13F 20,249 shares

   Change vs previous 13F +79 shares

   <0.01% of the 13F portfolio, value $4,856,875.

   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.: 337 shares
   • PRINCIPAL FINANCIAL GROUP INC: 19,912 shares

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

7. period ended2024-12-31

   13F 20,170 shares

   Change vs previous 13F -589 shares

   <0.01% of the 13F portfolio, value $6,050,596.

   13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 337 shares
   • PRINCIPAL FINANCIAL GROUP INC: 19,833 shares

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

8. period ended2024-09-30

   13F/A 20,759 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,002,258.

   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.: 339 shares
   • PRINCIPAL FINANCIAL GROUP INC: 20,420 shares

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