PRINCIPAL FINANCIAL GROUP INC: UMH position timeline

PRINCIPAL FINANCIAL GROUP INC held 0 UMH shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -454 shares

   13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 454 shares

   Change vs previous 13F -149 shares

   <0.01% of the 13F portfolio, value $6,742.

   13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 603 shares

   Change vs previous 13F -38,900 shares

   <0.01% of the 13F portfolio, value $10,124.

   13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • PRINCIPAL SECURITIES, INC.: 603 shares
   • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

4. period ended2025-03-31

   13F 39,503 shares

   Change vs previous 13F +1,362 shares

   <0.01% of the 13F portfolio, value $738,831.

   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.: 687 shares
   • PRINCIPAL FINANCIAL GROUP INC: 38,816 shares

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

5. period ended2024-12-31

   13F 38,141 shares

   Change vs previous 13F +3,207 shares

   <0.01% of the 13F portfolio, value $720,103.

   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.: 687 shares
   • PRINCIPAL FINANCIAL GROUP INC: 37,454 shares

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

6. period ended2024-09-30

   13F/A 34,934 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $687,152.

   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.: 620 shares
   • PRINCIPAL FINANCIAL GROUP INC: 34,314 shares

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