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PRINCIPAL FINANCIAL GROUP INC: SDVY position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 216,768 SDVY 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 216,768 shares
    Change vs previous 13F +17,785 shares

    0.11% of the 13F portfolio, value $9,351,376.

    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 198,983 shares
    Change vs previous 13F +10,473 shares

    0.12% of the 13F portfolio, value $7,845,916.

    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 188,510 shares
    Change vs previous 13F +11,932 shares

    0.11% of the 13F portfolio, value $7,223,698.

    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 176,578 shares
    Change vs previous 13F +55,794 shares

    0.11% of the 13F portfolio, value $6,713,405.

    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 120,784 shares
    Change vs previous 13F +44,808 shares

    0.08% of the 13F portfolio, value $4,261,252.

    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 75,976 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,723,724.

    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 75,976 shares
    Change vs previous 13F +17,941 shares

    0.06% of the 13F portfolio, value $2,723,724.

    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 58,035 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,111,296.

    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).