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PRINCIPAL FINANCIAL GROUP INC: SM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,101,837 SM 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 1,101,837 shares
    Change vs previous 13F +755 shares

    0.01% of the 13F portfolio, value $28,757,946.

    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 1,101,082 shares
    Change vs previous 13F +555,128 shares

    0.02% of the 13F portfolio, value $34,331,736.

    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 545,954 shares
    Change vs previous 13F -9,317 shares

    0.01% of the 13F portfolio, value $10,209,340.

    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: 545,954 shares

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

  4. period ended2025-09-30
    13F 555,271 shares
    Change vs previous 13F -12,472 shares

    0.01% of the 13F portfolio, value $13,865,117.

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

    • PRINCIPAL SECURITIES, INC.: 248 shares
    • PRINCIPAL FINANCIAL GROUP INC: 555,023 shares

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

  5. period ended2025-06-30
    13F 567,743 shares
    Change vs previous 13F -92,913 shares

    0.01% of the 13F portfolio, value $14,028,929.

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

    • PRINCIPAL SECURITIES, INC.: 220 shares
    • PRINCIPAL FINANCIAL GROUP INC: 567,523 shares

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

  6. period ended2025-03-31
    13F 660,656 shares
    Change vs previous 13F +17,883 shares

    0.01% of the 13F portfolio, value $19,847,891.

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

    • PRINCIPAL SECURITIES, INC.: 6,951 shares
    • PRINCIPAL FINANCIAL GROUP INC: 653,705 shares

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

  7. period ended2024-12-31
    13F 642,773 shares
    Change vs previous 13F +24,615 shares

    0.01% of the 13F portfolio, value $24,913,887.

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

    • PRINCIPAL SECURITIES, INC.: 6,951 shares
    • PRINCIPAL FINANCIAL GROUP INC: 635,822 shares

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

  8. period ended2024-09-30
    13F/A 618,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,707,775.

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

    • PRINCIPAL SECURITIES, INC.: 7,037 shares
    • PRINCIPAL FINANCIAL GROUP INC: 611,121 shares

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