SIMO β€” SILICON MOTION TECHNOLOGY CO

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

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported SILICON MOTION TECHNOLOGY CO (SIMO) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows SIMO 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 SIMO 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 SILICON MOTION TECHNOLOGY CO, 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

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

High-water mark
Peak Conviction
0.0% in 2024 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 SIMO β€” position size vs. price
% of Fund (quarterly)    SIMO 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 ADDED 130 +10 +8.3% 0.00% $12K 2025-11-12 $90.39
2025 Q2 REDUCED 120 -132 -52.4% 0.00% $9K 2025-08-11 $74.32
2025 Q1 UNCHANGED 252 β€” 0% 0.00% $14K 2025-04-30 $48.25
2024 Q4 ADDED 252 +57 +29.2% 0.00% $14K 2025-01-30 $51.74
2024 Q3 ADDED 195 +72 +58.5% 0.00% $12K 2024-10-28 $54.24
2024 Q2 ADDED 123 +24 +24.2% 0.00% $10K 2024-07-31 $65.86
2024 Q1 REDUCED 99 -4 -3.9% 0.00% $8K 2024-05-10 $72.28
2023 Q4 INITIATED 103 β€” β€” 0.00% $6K 2024-02-07 $62.64

FAQ About PRINCIPAL SECURITIES, INC. and SIMO

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 SIMO?

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

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

The largest reported portfolio weight for SIMO was 0.00% in 2024 Q4.

What is the latest reported SIMO position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 130 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this SIMO ownership page compare?

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