SHLS β€” SHOALS TECHNOLOGIES GROUP IN

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

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported SHOALS TECHNOLOGIES GROUP IN (SHLS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows SHLS 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 SHLS 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 SHOALS TECHNOLOGIES GROUP 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

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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 SHLS β€” position size vs. price
% of Fund (quarterly)    SHLS 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 UNCHANGED 322 β€” 0% 0.00% $2K 2025-11-12 $8.93
2025 Q2 REDUCED 322 -77 -19.3% 0.00% $1K 2025-08-11 $4.46
2025 Q1 UNCHANGED 399 β€” 0% 0.00% $2K 2025-04-30 $3.61
2024 Q4 ADDED 399 +110 +38.1% 0.00% $2K 2025-01-30 $4.69
2024 Q3 ADDED 289 +130 +81.8% 0.00% $2K 2024-10-28 $5.36
2024 Q2 REDUCED 159 -40 -20.1% 0.00% $992 2024-07-31 $6.50
2024 Q1 REDUCED 199 -80 -28.7% 0.00% $2K 2024-05-10 $6.94
2023 Q4 INITIATED 279 β€” β€” 0.00% $4K 2024-02-07 $15.35

FAQ About PRINCIPAL SECURITIES, INC. and SHLS

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 SHLS?

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

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

The largest reported portfolio weight for SHLS was 0.00% in 2023 Q4.

What is the latest reported SHLS position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 322 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this SHLS ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly SHLS 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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