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PRINCIPAL FINANCIAL GROUP INC: SHV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 37,573 SHV 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 37,573 shares
    Change vs previous 13F -99,756 shares

    0.05% of the 13F portfolio, value $4,146,187.

    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 137,329 shares
    Change vs previous 13F +113,041 shares

    0.22% of the 13F portfolio, value $15,159,717.

    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 24,288 shares
    Change vs previous 13F +3,469 shares

    0.04% of the 13F portfolio, value $2,675,269.

    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 20,819 shares
    Change vs previous 13F +500 shares

    0.04% of the 13F portfolio, value $2,300,312.

    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 20,319 shares
    Change vs previous 13F -4,230 shares

    0.04% of the 13F portfolio, value $2,243,671.

    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 24,549 shares
    Change vs previous 13F -15,010 shares

    0.06% of the 13F portfolio, value $2,703,117.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 24,549 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  7. period ended2024-12-31
    13F 39,559 shares
    Change vs previous 13F +7,790 shares

    <0.01% of the 13F portfolio, value $4,355,793.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 24,544 shares
    • PRINCIPAL FINANCIAL GROUP INC: 15,015 shares

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

  8. period ended2024-09-30
    13F/A 31,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,514,654.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 22,379 shares
    • PRINCIPAL FINANCIAL GROUP INC: 9,390 shares

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