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PRINCIPAL FINANCIAL GROUP INC: XV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 328,521 XV 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 328,521 shares
    Change vs previous 13F +99,007 shares

    0.1% of the 13F portfolio, value $8,140,740.

    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 229,514 shares
    Change vs previous 13F +150,408 shares

    0.08% of the 13F portfolio, value $5,407,350.

    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 79,106 shares
    Change vs previous 13F +69,760 shares

    0.03% of the 13F portfolio, value $2,006,930.

    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 9,346 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,652.

    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).