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ADAMSBROWN WEALTH CONSULTANTS LLC → STT-PG
ADAMSBROWN WEALTH CONSULTANTS LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
31
Latest value
$703K
Q3 2026
Peak value
$36.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $427K |
| Q3 2025 | $1.3M |
| Q3 2025 | $232K |
| Q3 2025 | $249K |
| Q3 2025 | $475K |
| Q4 2025 | $416K |
| Q4 2025 | $1.5M |
| Q4 2025 | $208K |
| Q4 2025 | $285K |
| Q4 2025 | $492K |
| Q1 2026 | $409K |
| Q1 2026 | $1.3M |
| Q1 2026 | $306K |
| Q1 2026 | $256K |
| Q1 2026 | $448K |
| Q2 2026 | $238K |
| Q2 2026 | $428K |
| Q2 2026 | $34.4M |
| Q2 2026 | $251K |
| Q2 2026 | $1.5M |
| Q2 2026 | $239K |
| Q2 2026 | $303K |
| Q2 2026 | $684K |
| Q3 2026 | $237K |
| Q3 2026 | $414K |
| Q3 2026 | $36.1M |
| Q3 2026 | $257K |
| Q3 2026 | $1.5M |
| Q3 2026 | $277K |
| Q3 2026 | $303K |
| Q3 2026 | $703K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $703K | 3.6K | — | — |
| Q3 2026 | $303K | 5.7K | — | — |
| Q3 2026 | $277K | 4.5K | — | — |
| Q3 2026 | $1.5M | 9.1K | — | — |
| Q3 2026 | $257K | 3.9K | — | — |
| Q3 2026 | $36.1M | 401.8K | — | — |
| Q3 2026 | $414K | 2.8K | — | — |
| Q3 2026 | $237K | 4.7K | — | — |
| Q2 2026 | $684K | 3.6K | — | — |
| Q2 2026 | $303K | 5.7K | — | — |
| Q2 2026 | $239K | 4.5K | — | — |
| Q2 2026 | $1.5M | 9.2K | — | — |
| Q2 2026 | $251K | 3.9K | — | — |
| Q2 2026 | $34.4M | 390.9K | — | — |
| Q2 2026 | $428K | 2.8K | — | — |
| Q2 2026 | $238K | 4.7K | — | — |
| Q1 2026 | $448K | 3.4K | — | — |
| Q1 2026 | $256K | 5.2K | — | — |
| Q1 2026 | $306K | 5.0K | — | — |
| Q1 2026 | $1.3M | 9.2K | — | — |
| Q1 2026 | $409K | 2.8K | — | — |
| Q4 2025 | $492K | 3.4K | — | — |
| Q4 2025 | $285K | 5.2K | — | — |
| Q4 2025 | $208K | 4.7K | — | — |
| Q4 2025 | $1.5M | 9.5K | — | — |
| Q4 2025 | $416K | 3.0K | — | — |
| Q3 2025 | $475K | 1.7K | — | — |
| Q3 2025 | $249K | 4.6K | — | — |
| Q3 2025 | $232K | 2.6K | — | — |
| Q3 2025 | $1.3M | 9.7K | — | — |
| Q3 2025 | $427K | 3.0K | — | — |