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 MERCANTILE BK CORP (MBWM). 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 | 51 | — | 0% | 0.00% | $2K | $44.30 |
| 2025 Q2 | UNCHANGED | 51 | — | 0% | 0.00% | $2K | $45.34 |
| 2025 Q1 | UNCHANGED | 51 | — | 0% | 0.00% | $2K | $42.08 |
| 2024 Q4 | ADDED | 51 | +6 | +13.3% | 0.00% | $2K | $42.75 |
| 2024 Q3 | UNCHANGED | 45 | — | 0% | 0.00% | $2K | $41.71 |
| 2024 Q2 | UNCHANGED | 45 | — | 0% | 0.00% | $2K | $38.39 |
| 2024 Q1 | REDUCED | 45 | -14 | -23.7% | 0.00% | $2K | $36.08 |
| 2023 Q4 | INITIATED | 59 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size