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PRINCIPAL FINANCIAL GROUP INC: SHLD position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 137,632 SHLD 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 137,632 shares
    Change vs previous 13F -1,604 shares

    <0.01% of the 13F portfolio, value $8,218,006.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 81,834 shares
    • PRINCIPAL FINANCIAL GROUP INC: 55,798 shares

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

  2. period ended2026-03-31
    13F 139,236 shares
    Change vs previous 13F +19,754 shares

    0.01% of the 13F portfolio, value $9,863,477.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 85,971 shares
    • PRINCIPAL FINANCIAL GROUP INC: 53,265 shares

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

  3. period ended2025-12-31
    13F 119,482 shares
    Change vs previous 13F +30,368 shares

    <0.01% of the 13F portfolio, value $7,741,238.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 63,218 shares
    • PRINCIPAL FINANCIAL GROUP INC: 56,264 shares

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

  4. period ended2025-09-30
    13F 89,114 shares
    Change vs previous 13F +42,574 shares

    <0.01% of the 13F portfolio, value $6,259,367.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 45,895 shares
    • PRINCIPAL FINANCIAL GROUP INC: 43,219 shares

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

  5. period ended2025-06-30
    13F 46,540 shares
    Change vs previous 13F +46,290 shares

    <0.01% of the 13F portfolio, value $2,804,035.

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

    • PRINCIPAL SECURITIES, INC.: 18,501 shares
    • PRINCIPAL FINANCIAL GROUP INC: 28,039 shares

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

  6. period ended2025-03-31
    13F 250 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,353.

    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 250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,353.

    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).