PRINCIPAL FINANCIAL GROUP INC: SMR position timeline

PRINCIPAL FINANCIAL GROUP INC held 37,888 SMR 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 37,888 shares

   Change vs previous 13F +11,937 shares

   <0.01% of the 13F portfolio, value $380,017.

   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.: 12,985 shares
   • PRINCIPAL FINANCIAL GROUP INC: 24,903 shares

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

2. period ended2026-03-31

   13F 25,951 shares

   Change vs previous 13F +3,417 shares

   <0.01% of the 13F portfolio, value $281,309.

   13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • PRINCIPAL SECURITIES, INC.: 14,438 shares
   • PRINCIPAL FINANCIAL GROUP INC: 11,513 shares

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

3. period ended2025-12-31

   13F 22,534 shares

   Change vs previous 13F -2,762 shares

   <0.01% of the 13F portfolio, value $319,307.

   13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 22,534 shares
   • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

4. period ended2025-09-30

   13F 25,296 shares

   Change vs previous 13F +10,120 shares

   <0.01% of the 13F portfolio, value $910,656.

   13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 15,590 shares
   • PRINCIPAL FINANCIAL GROUP INC: 9,706 shares

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

5. period ended2025-06-30

   13F 15,176 shares

   Change vs previous 13F +14,203 shares

   <0.01% of the 13F portfolio, value $600,362.

   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.: 6,158 shares
   • PRINCIPAL FINANCIAL GROUP INC: 9,018 shares

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

6. period ended2025-03-31

   13F 973 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $17,446.

   13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 973 shares

   Change vs previous 13F +420 shares

   <0.01% of the 13F portfolio, value $17,446.

   13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F/A 553 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,404.

   13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 553 shares
   • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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