Back to STT-PG
Acorn Wealth Advisors, LLC → STT-PG
Acorn Wealth Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
67
Latest value
$8.5M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $512K |
| Q3 2025 | $574K |
| Q3 2025 | $411K |
| Q3 2025 | $414K |
| Q3 2025 | $350K |
| Q3 2025 | $304K |
| Q3 2025 | $1.6M |
| Q3 2025 | $346K |
| Q3 2025 | $364K |
| Q3 2025 | $790K |
| Q3 2025 | $320K |
| Q3 2025 | $6.3M |
| Q4 2025 | $493K |
| Q4 2025 | $548K |
| Q4 2025 | $403K |
| Q4 2025 | $395K |
| Q4 2025 | $357K |
| Q4 2025 | $304K |
| Q4 2025 | $1.7M |
| Q4 2025 | $400K |
| Q4 2025 | $256K |
| Q4 2025 | $618K |
| Q4 2025 | $326K |
| Q4 2025 | $6.5M |
| Q1 2026 | $556K |
| Q1 2026 | $533K |
| Q1 2026 | $687K |
| Q1 2026 | $393K |
| Q1 2026 | $360K |
| Q1 2026 | $328K |
| Q1 2026 | $1.7M |
| Q1 2026 | $429K |
| Q1 2026 | $238K |
| Q1 2026 | $203K |
| Q1 2026 | $478K |
| Q1 2026 | $294K |
| Q1 2026 | $5.8M |
| Q2 2026 | $684K |
| Q2 2026 | $552K |
| Q2 2026 | $1.3M |
| Q2 2026 | $220K |
| Q2 2026 | $423K |
| Q2 2026 | $261K |
| Q2 2026 | $376K |
| Q2 2026 | $418K |
| Q2 2026 | $2.3M |
| Q2 2026 | $440K |
| Q2 2026 | $316K |
| Q2 2026 | $219K |
| Q2 2026 | $402K |
| Q2 2026 | $298K |
| Q2 2026 | $8.3M |
| Q3 2026 | $676K |
| Q3 2026 | $545K |
| Q3 2026 | $1.2M |
| Q3 2026 | $208K |
| Q3 2026 | $423K |
| Q3 2026 | $237K |
| Q3 2026 | $325K |
| Q3 2026 | $370K |
| Q3 2026 | $3.3M |
| Q3 2026 | $416K |
| Q3 2026 | $495K |
| Q3 2026 | $218K |
| Q3 2026 | $415K |
| Q3 2026 | $298K |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 43.2K | — | — |
| Q3 2026 | $298K | 5.6K | — | — |
| Q3 2026 | $415K | 2.5K | — | — |
| Q3 2026 | $218K | 4.5K | — | — |
| Q3 2026 | $495K | 5.4K | — | — |
| Q3 2026 | $416K | 18.4K | — | — |
| Q3 2026 | $3.3M | 37.1K | — | — |
| Q3 2026 | $370K | 5.9K | — | — |
| Q3 2026 | $325K | 3.7K | — | — |
| Q3 2026 | $237K | 9.7K | — | — |
| Q3 2026 | $423K | 6.9K | — | — |
| Q3 2026 | $208K | 9.8K | — | — |
| Q3 2026 | $1.2M | 37.2K | — | — |
| Q3 2026 | $545K | 23.2K | — | — |
| Q3 2026 | $676K | 13.5K | — | — |
| Q2 2026 | $8.3M | 43.5K | — | — |
| Q2 2026 | $298K | 5.6K | — | — |
| Q2 2026 | $402K | 2.5K | — | — |
| Q2 2026 | $219K | 4.3K | — | — |
| Q2 2026 | $316K | 3.4K | — | — |
| Q2 2026 | $440K | 18.8K | — | — |
| Q2 2026 | $2.3M | 25.7K | — | — |
| Q2 2026 | $418K | 6.2K | — | — |
| Q2 2026 | $376K | 4.0K | — | — |
| Q2 2026 | $261K | 10.2K | — | — |
| Q2 2026 | $423K | 7.0K | — | — |
| Q2 2026 | $220K | 9.9K | — | — |
| Q2 2026 | $1.3M | 37.9K | — | — |
| Q2 2026 | $552K | 21.7K | — | — |
| Q2 2026 | $684K | 13.6K | — | — |
| Q1 2026 | $5.8M | 43.6K | — | — |
| Q1 2026 | $294K | 6.0K | — | — |
| Q1 2026 | $478K | 3.3K | — | — |
| Q1 2026 | $203K | 4.1K | — | — |
| Q1 2026 | $238K | 2.6K | — | — |
| Q1 2026 | $429K | 18.4K | — | — |
| Q1 2026 | $1.7M | 22.3K | — | — |
| Q1 2026 | $328K | 5.5K | — | — |
| Q1 2026 | $360K | 4.2K | — | — |
| Q1 2026 | $393K | 7.0K | — | — |
| Q1 2026 | $687K | 20.5K | — | — |
| Q1 2026 | $533K | 21.5K | — | — |
| Q1 2026 | $556K | 12.2K | — | — |
| Q4 2025 | $6.5M | 44.9K | — | — |
| Q4 2025 | $326K | 5.9K | — | — |
| Q4 2025 | $618K | 4.0K | — | — |
| Q4 2025 | $256K | 2.8K | — | — |
| Q4 2025 | $400K | 16.9K | — | — |
| Q4 2025 | $1.7M | 20.7K | — | — |
| Q4 2025 | $304K | 5.3K | — | — |
| Q4 2025 | $357K | 4.2K | — | — |
| Q4 2025 | $395K | 7.0K | — | — |
| Q4 2025 | $403K | 11.9K | — | — |
| Q4 2025 | $548K | 22.0K | — | — |
| Q4 2025 | $493K | 11.1K | — | — |
| Q3 2025 | $6.3M | 22.4K | — | — |
| Q3 2025 | $320K | 5.9K | — | — |
| Q3 2025 | $790K | 5.7K | — | — |
| Q3 2025 | $364K | 4.0K | — | — |
| Q3 2025 | $346K | 14.4K | — | — |
| Q3 2025 | $1.6M | 20.3K | — | — |
| Q3 2025 | $304K | 5.3K | — | — |
| Q3 2025 | $350K | 4.2K | — | — |
| Q3 2025 | $414K | 7.5K | — | — |
| Q3 2025 | $411K | 12.1K | — | — |
| Q3 2025 | $574K | 23.0K | — | — |
| Q3 2025 | $512K | 12.0K | — | — |