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PRINCIPAL FINANCIAL GROUP INC: WFRD position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 163,287 WFRD 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 163,287 shares
    Change vs previous 13F +3,126 shares

    0.01% of the 13F portfolio, value $13,307,891.

    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 160,161 shares
    Change vs previous 13F +5,865 shares

    0.01% of the 13F portfolio, value $15,148,027.

    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 154,296 shares
    Change vs previous 13F -5,510 shares

    0.01% of the 13F portfolio, value $12,075,205.

    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: 154,296 shares

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

  4. period ended2025-09-30
    13F 159,806 shares
    Change vs previous 13F -4,733 shares

    0.01% of the 13F portfolio, value $10,935,525.

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

    • PRINCIPAL SECURITIES, INC.: 184 shares
    • PRINCIPAL FINANCIAL GROUP INC: 159,622 shares

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

  5. period ended2025-06-30
    13F 164,539 shares
    Change vs previous 13F -4,935 shares

    <0.01% of the 13F portfolio, value $8,277,958.

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

    • PRINCIPAL SECURITIES, INC.: 89 shares
    • PRINCIPAL FINANCIAL GROUP INC: 164,450 shares

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

  6. period ended2025-03-31
    13F 169,474 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $9,085,060.

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

    • PRINCIPAL SECURITIES, INC.: 538 shares
    • PRINCIPAL FINANCIAL GROUP INC: 168,936 shares

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

  7. period ended2024-12-31
    13F 169,650 shares
    Change vs previous 13F -1,752 shares

    0.01% of the 13F portfolio, value $12,152,029.

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

    • PRINCIPAL SECURITIES, INC.: 538 shares
    • PRINCIPAL FINANCIAL GROUP INC: 169,112 shares

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

  8. period ended2024-09-30
    13F/A 171,402 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,555,456.

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

    • PRINCIPAL SECURITIES, INC.: 489 shares
    • PRINCIPAL FINANCIAL GROUP INC: 170,913 shares

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