Skip to content
Disclosery

PRINCIPAL FINANCIAL GROUP INC: SHM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 4,205 SHM 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 4,205 shares
    Change vs previous 13F -1,808 shares

    <0.01% of the 13F portfolio, value $201,693.

    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 6,013 shares
    Change vs previous 13F -1,417 shares

    <0.01% of the 13F portfolio, value $287,602.

    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 7,430 shares
    Change vs previous 13F -2,725 shares

    0.01% of the 13F portfolio, value $356,566.

    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 10,155 shares
    Change vs previous 13F -1,020 shares

    0.01% of the 13F portfolio, value $489,674.

    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 11,175 shares
    Change vs previous 13F -3,323 shares

    0.01% of the 13F portfolio, value $534,500.

    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 14,498 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $687,060.

    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 14,481 shares
    Change vs previous 13F +5,150 shares

    0.02% of the 13F portfolio, value $686,255.

    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 9,331 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $449,194.

    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).