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PRINCIPAL FINANCIAL GROUP INC: WTM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 200 WTM 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 200 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $414,678.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, 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 215 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $472,346.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, 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 216 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $448,854.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 210 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $351,019.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 200 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $359,144.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 200 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  6. period ended2025-03-31
    13F 310 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $600,563.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 185 shares
    • PRINCIPAL FINANCIAL GROUP INC: 125 shares

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

  7. period ended2024-12-31
    13F 313 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $608,804.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 185 shares
    • PRINCIPAL FINANCIAL GROUP INC: 128 shares

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

  8. period ended2024-09-30
    13F/A 331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $561,443.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 173 shares
    • PRINCIPAL FINANCIAL GROUP INC: 158 shares

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