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PRINCIPAL FINANCIAL GROUP INC: SPDW position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 130,637 SPDW 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 130,637 shares
    Change vs previous 13F +42,281 shares

    0.08% of the 13F portfolio, value $6,582,812.

    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 88,356 shares
    Change vs previous 13F +33,465 shares

    0.06% of the 13F portfolio, value $4,033,448.

    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 54,891 shares
    Change vs previous 13F +35,434 shares

    0.04% of the 13F portfolio, value $2,437,706.

    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 19,457 shares
    Change vs previous 13F +4,380 shares

    0.01% of the 13F portfolio, value $832,565.

    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 15,077 shares
    Change vs previous 13F -1,111 shares

    0.01% of the 13F portfolio, value $610,468.

    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 16,188 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $552,496.

    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 16,188 shares
    Change vs previous 13F +609 shares

    0.01% of the 13F portfolio, value $552,496.

    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 15,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $585,147.

    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).