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PRINCIPAL FINANCIAL GROUP INC: WM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 460,625 WM 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 460,625 shares
    Change vs previous 13F -13,049 shares

    0.05% of the 13F portfolio, value $102,664,089.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 13,712 shares
    • PRINCIPAL FINANCIAL GROUP INC: 446,913 shares

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

  2. period ended2026-03-31
    13F 473,674 shares
    Change vs previous 13F +15,935 shares

    0.06% of the 13F portfolio, value $108,845,647.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 13,357 shares
    • PRINCIPAL FINANCIAL GROUP INC: 460,317 shares

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

  3. period ended2025-12-31
    13F 457,739 shares
    Change vs previous 13F +11,927 shares

    0.05% of the 13F portfolio, value $100,569,891.

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

    • PRINCIPAL SECURITIES, INC.: 11,425 shares
    • PRINCIPAL FINANCIAL GROUP INC: 446,314 shares

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

  4. period ended2025-09-30
    13F 445,812 shares
    Change vs previous 13F -7,904 shares

    0.05% of the 13F portfolio, value $98,448,574.

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

    • PRINCIPAL SECURITIES, INC.: 9,959 shares
    • PRINCIPAL FINANCIAL GROUP INC: 435,853 shares

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

  5. period ended2025-06-30
    13F 453,716 shares
    Change vs previous 13F -12,550 shares

    0.05% of the 13F portfolio, value $103,819,252.

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

    • PRINCIPAL SECURITIES, INC.: 8,714 shares
    • PRINCIPAL FINANCIAL GROUP INC: 445,002 shares

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

  6. period ended2025-03-31
    13F 466,266 shares
    Change vs previous 13F -7,496 shares

    0.06% of the 13F portfolio, value $107,786,918.

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

    • PRINCIPAL SECURITIES, INC.: 5,326 shares
    • PRINCIPAL FINANCIAL GROUP INC: 460,940 shares

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

  7. period ended2024-12-31
    13F 473,762 shares
    Change vs previous 13F -10,806 shares

    0.05% of the 13F portfolio, value $95,600,400.

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

    • PRINCIPAL SECURITIES, INC.: 5,306 shares
    • PRINCIPAL FINANCIAL GROUP INC: 468,456 shares

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

  8. period ended2024-09-30
    13F/A 484,568 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $100,596,216.

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

    • PRINCIPAL SECURITIES, INC.: 4,034 shares
    • PRINCIPAL FINANCIAL GROUP INC: 480,534 shares

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