Back to STT-PG
Braeburn Wealth Management LLC → STT-PG
Braeburn Wealth Management LLC STT-PG Position History
State Street Corporation
Quarters held
8
Latest value
$3.5M
Q3 2026
Peak value
$5.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q4 2025 | $5.1M |
| Q1 2026 | $2.6M |
| Q2 2026 | $3.5M |
| Q2 2026 | $2.7M |
| Q3 2026 | $2M |
| Q3 2026 | $5M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 89.5K | — | — |
| Q3 2026 | $5M | 31.8K | — | — |
| Q3 2026 | $2M | 30.9K | — | — |
| Q2 2026 | $2.7M | 59.0K | — | — |
| Q2 2026 | $3.5M | 22.2K | — | — |
| Q1 2026 | $2.6M | 57.7K | — | — |
| Q4 2025 | $5.1M | 118.3K | — | — |
| Q4 2025 | $3.1M | 25.1K | — | — |