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PRINCIPAL FINANCIAL GROUP INC: SGRY position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 150,939 SGRY 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 150,939 shares
    Change vs previous 13F +10,365 shares

    <0.01% of the 13F portfolio, value $2,535,775.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP 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 140,574 shares
    Change vs previous 13F +19,056 shares

    <0.01% of the 13F portfolio, value $1,675,642.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP 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 121,518 shares
    Change vs previous 13F +36,892 shares

    <0.01% of the 13F portfolio, value $1,877,454.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 0 shares
    • PRINCIPAL FINANCIAL GROUP INC: 121,518 shares

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

  4. period ended2025-09-30
    13F 84,626 shares
    Change vs previous 13F +17,770 shares

    <0.01% of the 13F portfolio, value $1,831,307.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,052 shares
    • PRINCIPAL FINANCIAL GROUP INC: 83,574 shares

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

  5. period ended2025-06-30
    13F 66,856 shares
    Change vs previous 13F +11,759 shares

    <0.01% of the 13F portfolio, value $1,486,209.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 851 shares
    • PRINCIPAL FINANCIAL GROUP INC: 66,005 shares

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

  6. period ended2025-03-31
    13F 55,097 shares
    Change vs previous 13F +4,717 shares

    <0.01% of the 13F portfolio, value $1,306,410.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 831 shares
    • PRINCIPAL FINANCIAL GROUP INC: 54,266 shares

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

  7. period ended2024-12-31
    13F 50,380 shares
    Change vs previous 13F +4,461 shares

    <0.01% of the 13F portfolio, value $1,066,545.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 831 shares
    • PRINCIPAL FINANCIAL GROUP INC: 49,549 shares

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

  8. period ended2024-09-30
    13F/A 45,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,480,429.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 367 shares
    • PRINCIPAL FINANCIAL GROUP INC: 45,552 shares

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