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PRINCIPAL FINANCIAL GROUP INC: SHYG position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 29,335 SHYG 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 29,335 shares
    Change vs previous 13F +910 shares

    0.01% of the 13F portfolio, value $1,244,097.

    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 28,425 shares
    Change vs previous 13F -186,869 shares

    0.02% of the 13F portfolio, value $1,202,662.

    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 215,294 shares
    Change vs previous 13F -11,408 shares

    0.14% of the 13F portfolio, value $9,229,654.

    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 226,702 shares
    Change vs previous 13F +203,220 shares

    0.16% of the 13F portfolio, value $9,816,197.

    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 23,482 shares
    Change vs previous 13F +4,648 shares

    0.02% of the 13F portfolio, value $1,013,013.

    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 18,834 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $802,517.

    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 18,834 shares
    Change vs previous 13F +3,980 shares

    0.02% of the 13F portfolio, value $802,517.

    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 14,854 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $644,961.

    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).