PRINCIPAL FINANCIAL GROUP INC: VRTS position timeline

PRINCIPAL FINANCIAL GROUP INC held 30,360 VRTS 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 30,360 shares

   Change vs previous 13F -497 shares

   <0.01% of the 13F portfolio, value $4,356,660.

   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

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

2. period ended2026-03-31

   13F 30,857 shares

   Change vs previous 13F +596 shares

   <0.01% of the 13F portfolio, value $4,145,638.

   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

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

3. period ended2025-12-31

   13F 30,261 shares

   Change vs previous 13F -395 shares

   <0.01% of the 13F portfolio, value $4,937,082.

   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.: 0 shares
   • PRINCIPAL FINANCIAL GROUP INC: 30,261 shares

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

4. period ended2025-09-30

   13F 30,656 shares

   Change vs previous 13F -1,574 shares

   <0.01% of the 13F portfolio, value $5,825,560.

   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.: 12 shares
   • PRINCIPAL FINANCIAL GROUP INC: 30,644 shares

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

5. period ended2025-06-30

   13F 32,230 shares

   Change vs previous 13F -7,419 shares

   <0.01% of the 13F portfolio, value $5,846,522.

   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.: 12 shares
   • PRINCIPAL FINANCIAL GROUP INC: 32,218 shares

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

6. period ended2025-03-31

   13F 39,649 shares

   Change vs previous 13F +1,290 shares

   <0.01% of the 13F portfolio, value $6,834,867.

   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.: 20 shares
   • PRINCIPAL FINANCIAL GROUP INC: 39,629 shares

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

7. period ended2024-12-31

   13F 38,359 shares

   Change vs previous 13F +1,384 shares

   <0.01% of the 13F portfolio, value $8,461,229.

   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.: 20 shares
   • PRINCIPAL FINANCIAL GROUP INC: 38,339 shares

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

8. period ended2024-09-30

   13F/A 36,975 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $7,744,414.

   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.: 13 shares
   • PRINCIPAL FINANCIAL GROUP INC: 36,962 shares

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