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PRINCIPAL FINANCIAL GROUP INC: WLY position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 752,766 WLY 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 752,766 shares
    Change vs previous 13F +555,831 shares

    0.02% of the 13F portfolio, value $36,516,679.

    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 196,935 shares
    Change vs previous 13F +1,477 shares

    <0.01% of the 13F portfolio, value $7,503,224.

    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 195,458 shares
    Change vs previous 13F -2,834 shares

    <0.01% of the 13F portfolio, value $5,986,878.

    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: 195,458 shares

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

  4. period ended2025-09-30
    13F 198,292 shares
    Change vs previous 13F -4,425 shares

    <0.01% of the 13F portfolio, value $8,024,877.

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

    • PRINCIPAL SECURITIES, INC.: 28 shares
    • PRINCIPAL FINANCIAL GROUP INC: 198,264 shares

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

  5. period ended2025-06-30
    13F 202,717 shares
    Change vs previous 13F -20,283 shares

    <0.01% of the 13F portfolio, value $9,047,260.

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

    • PRINCIPAL SECURITIES, INC.: 28 shares
    • PRINCIPAL FINANCIAL GROUP INC: 202,689 shares

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

  6. period ended2025-03-31
    13F 223,000 shares
    Change vs previous 13F +5,901 shares

    0.01% of the 13F portfolio, value $9,936,857.

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

    • PRINCIPAL SECURITIES, INC.: 28 shares
    • PRINCIPAL FINANCIAL GROUP INC: 222,972 shares

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

  7. period ended2024-12-31
    13F 217,099 shares
    Change vs previous 13F +7,887 shares

    0.01% of the 13F portfolio, value $9,489,398.

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

    • PRINCIPAL SECURITIES, INC.: 28 shares
    • PRINCIPAL FINANCIAL GROUP INC: 217,071 shares

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

  8. period ended2024-09-30
    13F/A 209,212 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,094,480.

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

    • PRINCIPAL SECURITIES, INC.: 28 shares
    • PRINCIPAL FINANCIAL GROUP INC: 209,184 shares

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