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PRINCIPAL FINANCIAL GROUP INC: SCHR position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 130,073 SCHR 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 130,073 shares
    Change vs previous 13F +28,147 shares

    0.04% of the 13F portfolio, value $3,207,590.

    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 101,926 shares
    Change vs previous 13F +7,473 shares

    0.04% of the 13F portfolio, value $2,538,979.

    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 94,453 shares
    Change vs previous 13F +6,646 shares

    0.04% of the 13F portfolio, value $2,368,890.

    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 87,807 shares
    Change vs previous 13F +5,503 shares

    0.04% of the 13F portfolio, value $2,206,591.

    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 82,304 shares
    Change vs previous 13F -662 shares

    0.04% of the 13F portfolio, value $2,060,071.

    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 82,966 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,015,238.

    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 82,966 shares
    Change vs previous 13F +49,385 shares

    0.05% of the 13F portfolio, value $2,015,238.

    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 33,581 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,699,196.

    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).