Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in HANCOCK JOHN TAX-ADVANTAGED (HTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 222 | — | 0% | 0.00% | $6K | $23.86 |
| 2025 Q2 | REDUCED | 222 | -249 | -52.9% | 0.00% | $5K | $22.07 |
| 2025 Q1 | UNCHANGED | 471 | — | 0% | 0.00% | $10K | $22.17 |
| 2024 Q4 | UNCHANGED | 471 | — | 0% | 0.00% | $10K | $20.03 |
| 2024 Q3 | REDUCED | 471 | -97 | -17.1% | 0.00% | $11K | $20.74 |
| 2024 Q2 | REDUCED | 568 | -15 | -2.6% | 0.00% | $11K | $17.71 |
| 2024 Q1 | ADDED | 583 | +45 | +8.4% | 0.00% | $11K | $16.87 |
| 2023 Q4 | INITIATED | 538 | — | — | 0.00% | $10K | — |
As of 2025 Q4 — sorted by position size