PRINCIPAL FINANCIAL GROUP INC: SMG position timeline

PRINCIPAL FINANCIAL GROUP INC held 116,063 SMG 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 116,063 shares

   Change vs previous 13F +5,906 shares

   <0.01% of the 13F portfolio, value $7,905,038.

   13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • PRINCIPAL SECURITIES, INC.: 3,216 shares
   • PRINCIPAL FINANCIAL GROUP INC: 112,847 shares

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

2. period ended2026-03-31

   13F 110,157 shares

   Change vs previous 13F +6,054 shares

   <0.01% of the 13F portfolio, value $6,698,648.

   13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 104,103 shares

   Change vs previous 13F -1,802 shares

   <0.01% of the 13F portfolio, value $6,074,410.

   13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 0 shares
   • PRINCIPAL FINANCIAL GROUP INC: 104,103 shares

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

4. period ended2025-09-30

   13F 105,905 shares

   Change vs previous 13F +5,213 shares

   <0.01% of the 13F portfolio, value $6,031,289.

   13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 1,195 shares
   • PRINCIPAL FINANCIAL GROUP INC: 104,710 shares

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

5. period ended2025-06-30

   13F 100,692 shares

   Change vs previous 13F -2,521 shares

   <0.01% of the 13F portfolio, value $6,641,617.

   13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • PRINCIPAL SECURITIES, INC.: 981 shares
   • PRINCIPAL FINANCIAL GROUP INC: 99,711 shares

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

6. period ended2025-03-31

   13F 103,213 shares

   Change vs previous 13F +2,321 shares

   <0.01% of the 13F portfolio, value $5,678,790.

   13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • PRINCIPAL SECURITIES, INC.: 1,173 shares
   • PRINCIPAL FINANCIAL GROUP INC: 102,040 shares

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

7. period ended2024-12-31

   13F 100,892 shares

   Change vs previous 13F -1,292 shares

   <0.01% of the 13F portfolio, value $6,693,175.

   13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 1,173 shares
   • PRINCIPAL FINANCIAL GROUP INC: 99,719 shares

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

8. period ended2024-09-30

   13F/A 102,184 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $8,859,380.

   13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 1,226 shares
   • PRINCIPAL FINANCIAL GROUP INC: 100,958 shares

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