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PRINCIPAL FINANCIAL GROUP INC: SMH position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 29,827 SMH 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 29,827 shares
    Change vs previous 13F +633 shares

    0.24% of the 13F portfolio, value $19,563,496.

    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 29,194 shares
    Change vs previous 13F -3,983 shares

    0.16% of the 13F portfolio, value $11,193,145.

    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 33,177 shares
    Change vs previous 13F +367 shares

    0.18% of the 13F portfolio, value $11,948,085.

    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 32,810 shares
    Change vs previous 13F +1,757 shares

    0.18% of the 13F portfolio, value $10,707,738.

    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 31,053 shares
    Change vs previous 13F +8,471 shares

    0.16% of the 13F portfolio, value $8,659,946.

    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 22,582 shares
    Change vs previous 13F +80 shares

    0.12% of the 13F portfolio, value $5,468,687.

    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 22,502 shares
    Change vs previous 13F +2,022 shares

    0.12% of the 13F portfolio, value $5,449,314.

    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 20,480 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,026,826.

    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).