AIT β€” APPLIED INDL TECHNOLOGIES IN

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported APPLIED INDL TECHNOLOGIES IN (AIT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows AIT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in APPLIED INDL TECHNOLOGIES IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AIT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL SECURITIES, INC. held AIT β€” position size vs. price
% of Fund (quarterly)    AIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 244 -37 -13.2% 0.00% $64K 2025-11-12 $255.32
2025 Q2 ADDED 281 +174 +162.6% 0.00% $65K 2025-08-11 $261.11
2025 Q1 UNCHANGED 107 β€” 0% 0.00% $26K 2025-04-30 $241.50
2024 Q4 ADDED 107 +7 +7.0% 0.00% $26K 2025-01-30 $261.23
2024 Q3 ADDED 100 +15 +17.6% 0.00% $22K 2024-10-28 $230.96
2024 Q2 REDUCED 85 -5 -5.6% 0.00% $16K 2024-07-31 $215.51
2024 Q1 ADDED 90 +11 +13.9% 0.00% $18K 2024-05-10 $194.54
2023 Q4 INITIATED 79 β€” β€” 0.00% $14K 2024-02-07 $180.31

🏒 Other funds also holding AIT

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.06%

FAQ About PRINCIPAL SECURITIES, INC. and AIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning AIT?

PRINCIPAL SECURITIES, INC. reported AIT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AIT position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for AIT was 0.00% in 2025 Q2.

What is the latest reported AIT position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 244 shares, equal to 0.00% of portfolio, with an estimated market value of $64K.

What does the chart on this AIT ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly AIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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