PRINCIPAL FINANCIAL GROUP INC: SMP position timeline

PRINCIPAL FINANCIAL GROUP INC held 113,232 SMP 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 113,232 shares

   Change vs previous 13F +1,564 shares

   <0.01% of the 13F portfolio, value $4,412,651.

   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

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

2. period ended2026-03-31

   13F 111,668 shares

   Change vs previous 13F -6,634 shares

   <0.01% of the 13F portfolio, value $3,879,347.

   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 118,302 shares

   Change vs previous 13F +5,021 shares

   <0.01% of the 13F portfolio, value $4,359,429.

   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: 118,302 shares

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

4. period ended2025-09-30

   13F 113,281 shares

   Change vs previous 13F -410 shares

   <0.01% of the 13F portfolio, value $4,624,131.

   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.: 36 shares
   • PRINCIPAL FINANCIAL GROUP INC: 113,245 shares

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

5. period ended2025-06-30

   13F 113,691 shares

   Change vs previous 13F +2,139 shares

   <0.01% of the 13F portfolio, value $3,492,587.

   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.: 11 shares
   • PRINCIPAL FINANCIAL GROUP INC: 113,680 shares

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

6. period ended2025-03-31

   13F 111,552 shares

   Change vs previous 13F +2,857 shares

   <0.01% of the 13F portfolio, value $2,781,058.

   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.: 11 shares
   • PRINCIPAL FINANCIAL GROUP INC: 111,541 shares

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

7. period ended2024-12-31

   13F 108,695 shares

   Change vs previous 13F +3,771 shares

   <0.01% of the 13F portfolio, value $3,367,371.

   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.: 11 shares
   • PRINCIPAL FINANCIAL GROUP INC: 108,684 shares

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

8. period ended2024-09-30

   13F/A 104,924 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $3,483,476.

   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.: 11 shares
   • PRINCIPAL FINANCIAL GROUP INC: 104,913 shares

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