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PRINCIPAL FINANCIAL GROUP INC: WSFS position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 534,461 WSFS 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 534,461 shares
    Change vs previous 13F +106,980 shares

    0.02% of the 13F portfolio, value $41,009,191.

    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 427,481 shares
    Change vs previous 13F +166,837 shares

    0.01% of the 13F portfolio, value $27,982,906.

    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 260,644 shares
    Change vs previous 13F -9,973 shares

    0.01% of the 13F portfolio, value $14,397,975.

    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: 260,644 shares

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

  4. period ended2025-09-30
    13F 270,617 shares
    Change vs previous 13F -59,402 shares

    0.01% of the 13F portfolio, value $14,594,375.

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

    • PRINCIPAL SECURITIES, INC.: 361 shares
    • PRINCIPAL FINANCIAL GROUP INC: 270,256 shares

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

  5. period ended2025-06-30
    13F 330,019 shares
    Change vs previous 13F +5,224 shares

    0.01% of the 13F portfolio, value $18,151,045.

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

    • PRINCIPAL SECURITIES, INC.: 361 shares
    • PRINCIPAL FINANCIAL GROUP INC: 329,658 shares

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

  6. period ended2025-03-31
    13F 324,795 shares
    Change vs previous 13F +7,012 shares

    0.01% of the 13F portfolio, value $16,847,784.

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

    • PRINCIPAL SECURITIES, INC.: 529 shares
    • PRINCIPAL FINANCIAL GROUP INC: 324,266 shares

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

  7. period ended2024-12-31
    13F 317,783 shares
    Change vs previous 13F +10,941 shares

    0.01% of the 13F portfolio, value $16,883,810.

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

    • PRINCIPAL SECURITIES, INC.: 529 shares
    • PRINCIPAL FINANCIAL GROUP INC: 317,254 shares

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

  8. period ended2024-09-30
    13F/A 306,842 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,645,875.

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

    • PRINCIPAL SECURITIES, INC.: 503 shares
    • PRINCIPAL FINANCIAL GROUP INC: 306,339 shares

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