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PRINCIPAL FINANCIAL GROUP INC: SPHQ position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 43,852 SPHQ 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 43,852 shares
    Change vs previous 13F -13,418 shares

    0.05% of the 13F portfolio, value $3,951,053.

    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 57,270 shares
    Change vs previous 13F -2,875 shares

    0.06% of the 13F portfolio, value $4,306,139.

    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 60,145 shares
    Change vs previous 13F -116,179 shares

    0.07% of the 13F portfolio, value $4,513,894.

    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 176,324 shares
    Change vs previous 13F +1,764 shares

    0.21% of the 13F portfolio, value $12,922,753.

    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 174,560 shares
    Change vs previous 13F +3,657 shares

    0.23% of the 13F portfolio, value $12,439,163.

    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 170,903 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $11,455,633.

    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 170,903 shares
    Change vs previous 13F +2,527 shares

    0.26% of the 13F portfolio, value $11,455,633.

    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 168,376 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $11,326,683.

    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).