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PRINCIPAL FINANCIAL GROUP INC: WMS position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 162,716 WMS 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 162,716 shares
    Change vs previous 13F +2,803 shares

    0.01% of the 13F portfolio, value $25,539,903.

    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 159,913 shares
    Change vs previous 13F +6,098 shares

    0.01% of the 13F portfolio, value $21,928,869.

    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 153,815 shares
    Change vs previous 13F -5,310 shares

    0.01% of the 13F portfolio, value $22,277,026.

    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: 153,815 shares

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

  4. period ended2025-09-30
    13F 159,125 shares
    Change vs previous 13F -1,220 shares

    0.01% of the 13F portfolio, value $22,070,636.

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

    • PRINCIPAL SECURITIES, INC.: 276 shares
    • PRINCIPAL FINANCIAL GROUP INC: 158,849 shares

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

  5. period ended2025-06-30
    13F 160,345 shares
    Change vs previous 13F -2,592 shares

    0.01% of the 13F portfolio, value $18,417,226.

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

    • PRINCIPAL SECURITIES, INC.: 265 shares
    • PRINCIPAL FINANCIAL GROUP INC: 160,080 shares

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

  6. period ended2025-03-31
    13F 162,937 shares
    Change vs previous 13F +98 shares

    0.01% of the 13F portfolio, value $17,703,370.

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

    • PRINCIPAL SECURITIES, INC.: 38 shares
    • PRINCIPAL FINANCIAL GROUP INC: 162,899 shares

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

  7. period ended2024-12-31
    13F 162,839 shares
    Change vs previous 13F -1,189 shares

    0.01% of the 13F portfolio, value $18,824,188.

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

    • PRINCIPAL SECURITIES, INC.: 38 shares
    • PRINCIPAL FINANCIAL GROUP INC: 162,801 shares

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

  8. period ended2024-09-30
    13F/A 164,028 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,778,641.

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

    • PRINCIPAL SECURITIES, INC.: 149 shares
    • PRINCIPAL FINANCIAL GROUP INC: 163,879 shares

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