PRINCIPAL FINANCIAL GROUP INC: SWK position timeline

PRINCIPAL FINANCIAL GROUP INC held 179,477 SWK 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 179,477 shares

   Change vs previous 13F -4,988 shares

   0.01% of the 13F portfolio, value $16,892,374.

   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.: 9,867 shares
   • PRINCIPAL FINANCIAL GROUP INC: 169,610 shares

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

2. period ended2026-03-31

   13F 184,465 shares

   Change vs previous 13F +10,371 shares

   0.01% of the 13F portfolio, value $13,108,078.

   13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • PRINCIPAL SECURITIES, INC.: 11,932 shares
   • PRINCIPAL FINANCIAL GROUP INC: 172,533 shares

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

3. period ended2025-12-31

   13F 174,094 shares

   Change vs previous 13F +4,007 shares

   0.01% of the 13F portfolio, value $12,931,680.

   13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 3,199 shares
   • PRINCIPAL FINANCIAL GROUP INC: 170,895 shares

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

4. period ended2025-09-30

   13F 170,087 shares

   Change vs previous 13F -1,437 shares

   0.01% of the 13F portfolio, value $12,642,601.

   13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 3,469 shares
   • PRINCIPAL FINANCIAL GROUP INC: 166,618 shares

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

5. period ended2025-06-30

   13F 171,524 shares

   Change vs previous 13F -2,652 shares

   0.01% of the 13F portfolio, value $11,620,769.

   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.: 2,824 shares
   • PRINCIPAL FINANCIAL GROUP INC: 168,700 shares

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

6. period ended2025-03-31

   13F 174,176 shares

   Change vs previous 13F -588 shares

   0.01% of the 13F portfolio, value $13,392,495.

   13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • PRINCIPAL SECURITIES, INC.: 541 shares
   • PRINCIPAL FINANCIAL GROUP INC: 173,635 shares

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

7. period ended2024-12-31

   13F 174,764 shares

   Change vs previous 13F -2,914 shares

   0.01% of the 13F portfolio, value $14,031,802.

   13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 541 shares
   • PRINCIPAL FINANCIAL GROUP INC: 174,223 shares

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

8. period ended2024-09-30

   13F/A 177,678 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $19,567,678.

   13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 578 shares
   • PRINCIPAL FINANCIAL GROUP INC: 177,100 shares

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