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PRINCIPAL FINANCIAL GROUP INC: SPSM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 319,166 SPSM 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 319,166 shares
    Change vs previous 13F +172,441 shares

    0.22% of the 13F portfolio, value $18,406,286.

    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 146,725 shares
    Change vs previous 13F +23,720 shares

    0.1% of the 13F portfolio, value $7,089,753.

    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 123,005 shares
    Change vs previous 13F +18,783 shares

    0.09% of the 13F portfolio, value $5,763,996.

    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 104,222 shares
    Change vs previous 13F +7,391 shares

    0.08% of the 13F portfolio, value $4,827,562.

    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 96,831 shares
    Change vs previous 13F +52,260 shares

    0.08% of the 13F portfolio, value $4,125,000.

    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 44,571 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,002,118.

    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 44,571 shares
    Change vs previous 13F +3,612 shares

    0.05% of the 13F portfolio, value $2,002,118.

    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 40,959 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,864,066.

    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).