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PRINCIPAL FINANCIAL GROUP INC: SPHY position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 122,603 SPHY 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 122,603 shares
    Change vs previous 13F +16,888 shares

    0.03% of the 13F portfolio, value $2,873,808.

    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 105,715 shares
    Change vs previous 13F -1,532,490 shares

    0.04% of the 13F portfolio, value $2,465,283.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 105,715 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  3. period ended2025-12-31
    13F 1,638,205 shares
    Change vs previous 13F -32,711 shares

    0.02% of the 13F portfolio, value $38,776,306.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 549,655 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,088,550 shares

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

  4. period ended2025-09-30
    13F 1,670,916 shares
    Change vs previous 13F -1,058,108 shares

    0.02% of the 13F portfolio, value $40,001,589.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 582,366 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,088,550 shares

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

  5. period ended2025-06-30
    13F 2,729,024 shares
    Change vs previous 13F +2,325,410 shares

    0.03% of the 13F portfolio, value $64,950,771.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 582,944 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,146,080 shares

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

  6. period ended2025-03-31
    13F 403,614 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $9,472,812.

    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 403,614 shares
    Change vs previous 13F +91,784 shares

    0.21% of the 13F portfolio, value $9,472,812.

    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 311,830 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,499,512.

    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).