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PRINCIPAL FINANCIAL GROUP INC: SMLF position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 28,852 SMLF 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 28,852 shares
    Change vs previous 13F -1,254 shares

    0.03% of the 13F portfolio, value $2,571,896.

    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 30,106 shares
    Change vs previous 13F +545 shares

    0.03% of the 13F portfolio, value $2,272,723.

    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 29,561 shares
    Change vs previous 13F +2,901 shares

    0.03% of the 13F portfolio, value $2,213,545.

    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 26,660 shares
    Change vs previous 13F +1,152 shares

    0.03% of the 13F portfolio, value $1,982,182.

    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 25,508 shares
    Change vs previous 13F +25,288 shares

    0.03% of the 13F portfolio, value $1,733,274.

    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 220 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,850.

    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 220 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $14,850.

    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 30 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,991.

    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).