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PRINCIPAL FINANCIAL GROUP INC: WFG position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 51,488 WFG 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 51,488 shares
    Change vs previous 13F -476 shares

    <0.01% of the 13F portfolio, value $3,484,309.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP 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 51,964 shares
    Change vs previous 13F +8,836 shares

    <0.01% of the 13F portfolio, value $3,383,217.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP 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 43,128 shares
    Change vs previous 13F +10,912 shares

    <0.01% of the 13F portfolio, value $2,641,955.

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

    • PRINCIPAL SECURITIES, INC.: 0 shares
    • PRINCIPAL FINANCIAL GROUP INC: 43,128 shares

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

  4. period ended2025-09-30
    13F 32,216 shares
    Change vs previous 13F +22,313 shares

    <0.01% of the 13F portfolio, value $2,190,566.

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

    • PRINCIPAL SECURITIES, INC.: 104 shares
    • PRINCIPAL FINANCIAL GROUP INC: 32,112 shares

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

  5. period ended2025-06-30
    13F 9,903 shares
    Change vs previous 13F -6,406 shares

    <0.01% of the 13F portfolio, value $724,753.

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

    • PRINCIPAL SECURITIES, INC.: 74 shares
    • PRINCIPAL FINANCIAL GROUP INC: 9,829 shares

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

  6. period ended2025-03-31
    13F 16,309 shares
    Change vs previous 13F +4,061 shares

    <0.01% of the 13F portfolio, value $1,252,930.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 46 shares
    • PRINCIPAL FINANCIAL GROUP INC: 16,263 shares

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

  7. period ended2024-12-31
    13F 12,248 shares
    Change vs previous 13F +228 shares

    <0.01% of the 13F portfolio, value $1,060,690.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 46 shares
    • PRINCIPAL FINANCIAL GROUP INC: 12,202 shares

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

  8. period ended2024-09-30
    13F/A 12,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,172,409.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 46 shares
    • PRINCIPAL FINANCIAL GROUP INC: 11,974 shares

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