Back to STT-PG
BAKER TILLY WEALTH MANAGEMENT, LLC → STT-PG
BAKER TILLY WEALTH MANAGEMENT, LLC STT-PG Position History
State Street Corporation
Quarters held
53
Latest value
$344K
Q3 2026
Peak value
$22.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $408K |
| Q3 2025 | $674K |
| Q3 2025 | $797K |
| Q3 2025 | $310K |
| Q3 2025 | $2.3M |
| Q3 2025 | $848K |
| Q3 2025 | $262K |
| Q3 2025 | $683K |
| Q3 2025 | $992K |
| Q3 2025 | $1.1M |
| Q4 2025 | $448K |
| Q4 2025 | $693K |
| Q4 2025 | $891K |
| Q4 2025 | $291K |
| Q4 2025 | $2.9M |
| Q4 2025 | $921K |
| Q4 2025 | $292K |
| Q4 2025 | $945K |
| Q4 2025 | $1.1M |
| Q4 2025 | $222K |
| Q1 2026 | $366K |
| Q1 2026 | $706K |
| Q1 2026 | $909K |
| Q1 2026 | $296K |
| Q1 2026 | $4.5M |
| Q1 2026 | $872K |
| Q1 2026 | $251K |
| Q1 2026 | $683K |
| Q1 2026 | $903K |
| Q1 2026 | $1.4M |
| Q1 2026 | $231K |
| Q2 2026 | $392K |
| Q2 2026 | $785K |
| Q2 2026 | $944K |
| Q2 2026 | $284K |
| Q2 2026 | $13.4M |
| Q2 2026 | $892K |
| Q2 2026 | $242K |
| Q2 2026 | $713K |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $317K |
| Q3 2026 | $398K |
| Q3 2026 | $780K |
| Q3 2026 | $840K |
| Q3 2026 | $295K |
| Q3 2026 | $22.4M |
| Q3 2026 | $850K |
| Q3 2026 | $252K |
| Q3 2026 | $686K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $344K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $344K | 2.0K | — | — |
| Q3 2026 | $1.1M | 12.5K | — | — |
| Q3 2026 | $1.1M | 12.6K | — | — |
| Q3 2026 | $686K | 4.7K | — | — |
| Q3 2026 | $252K | 10.6K | — | — |
| Q3 2026 | $850K | 13.9K | — | — |
| Q3 2026 | $22.4M | 181.7K | — | — |
| Q3 2026 | $295K | 14.0K | — | — |
| Q3 2026 | $840K | 16.7K | — | — |
| Q3 2026 | $780K | 19.3K | — | — |
| Q3 2026 | $398K | 7.7K | — | — |
| Q2 2026 | $317K | 1.9K | — | — |
| Q2 2026 | $1.2M | 13.5K | — | — |
| Q2 2026 | $1.1M | 12.5K | — | — |
| Q2 2026 | $713K | 4.7K | — | — |
| Q2 2026 | $242K | 9.2K | — | — |
| Q2 2026 | $892K | 14.7K | — | — |
| Q2 2026 | $13.4M | 112.8K | — | — |
| Q2 2026 | $284K | 12.7K | — | — |
| Q2 2026 | $944K | 18.7K | — | — |
| Q2 2026 | $785K | 19.3K | — | — |
| Q2 2026 | $392K | 7.6K | — | — |
| Q1 2026 | $231K | 1.8K | — | — |
| Q1 2026 | $1.4M | 15.5K | — | — |
| Q1 2026 | $903K | 11.8K | — | — |
| Q1 2026 | $683K | 4.7K | — | — |
| Q1 2026 | $251K | 9.5K | — | — |
| Q1 2026 | $872K | 15.4K | — | — |
| Q1 2026 | $4.5M | 46.3K | — | — |
| Q1 2026 | $296K | 13.2K | — | — |
| Q1 2026 | $909K | 19.9K | — | — |
| Q1 2026 | $706K | 19.3K | — | — |
| Q1 2026 | $366K | 7.8K | — | — |
| Q4 2025 | $222K | 1.7K | — | — |
| Q4 2025 | $1.1M | 12.3K | — | — |
| Q4 2025 | $945K | 11.8K | — | — |
| Q4 2025 | $292K | 11.0K | — | — |
| Q4 2025 | $921K | 16.2K | — | — |
| Q4 2025 | $2.9M | 27.6K | — | — |
| Q4 2025 | $291K | 13.0K | — | — |
| Q4 2025 | $891K | 20.1K | — | — |
| Q4 2025 | $693K | 19.3K | — | — |
| Q4 2025 | $448K | 9.6K | — | — |
| Q3 2025 | $1.1M | 11.5K | — | — |
| Q3 2025 | $992K | 12.7K | — | — |
| Q3 2025 | $683K | 4.9K | — | — |
| Q3 2025 | $262K | 9.7K | — | — |
| Q3 2025 | $848K | 15.3K | — | — |
| Q3 2025 | $2.3M | 22.3K | — | — |
| Q3 2025 | $310K | 13.8K | — | — |
| Q3 2025 | $797K | 18.6K | — | — |
| Q3 2025 | $674K | 19.3K | — | — |
| Q3 2025 | $408K | 8.7K | — | — |