Back to STT-PG
Councilor Wealth, LLC → STT-PG
Councilor Wealth, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
45
Latest value
$936K
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $4.5M |
| Q3 2025 | $1.8M |
| Q3 2025 | $5.5M |
| Q3 2025 | $5.8M |
| Q3 2025 | $255K |
| Q3 2025 | $357K |
| Q3 2025 | $773K |
| Q3 2025 | $1M |
| Q4 2025 | $3.1M |
| Q4 2025 | $4.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $5.2M |
| Q4 2025 | $5.7M |
| Q4 2025 | $471K |
| Q4 2025 | $345K |
| Q4 2025 | $667K |
| Q4 2025 | $1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $4.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $4.4M |
| Q1 2026 | $5.3M |
| Q1 2026 | $449K |
| Q1 2026 | $249K |
| Q1 2026 | $575K |
| Q1 2026 | $1.1M |
| Q2 2026 | $2.8M |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $4.9M |
| Q2 2026 | $5.7M |
| Q2 2026 | $516K |
| Q2 2026 | $250K |
| Q2 2026 | $510K |
| Q2 2026 | $1.1M |
| Q3 2026 | $2.2M |
| Q3 2026 | $3.9M |
| Q3 2026 | $1.6M |
| Q3 2026 | $3.9M |
| Q3 2026 | $4.9M |
| Q3 2026 | $514K |
| Q3 2026 | $250K |
| Q3 2026 | $511K |
| Q3 2026 | $936K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $936K | 23.7K | — | — |
| Q3 2026 | $511K | 5.6K | — | — |
| Q3 2026 | $250K | 2.5K | — | — |
| Q3 2026 | $514K | 5.7K | — | — |
| Q3 2026 | $4.9M | 55.4K | — | — |
| Q3 2026 | $3.9M | 37.6K | — | — |
| Q3 2026 | $1.6M | 10.7K | — | — |
| Q3 2026 | $3.9M | 38.1K | — | — |
| Q3 2026 | $2.2M | 20.7K | — | — |
| Q2 2026 | $1.1M | 23.7K | — | — |
| Q2 2026 | $510K | 5.6K | — | — |
| Q2 2026 | $250K | 2.5K | — | — |
| Q2 2026 | $516K | 5.9K | — | — |
| Q2 2026 | $5.7M | 59.9K | — | — |
| Q2 2026 | $4.9M | 43.6K | — | — |
| Q2 2026 | $1.6M | 10.7K | — | — |
| Q2 2026 | $4.5M | 40.9K | — | — |
| Q2 2026 | $2.8M | 23.1K | — | — |
| Q1 2026 | $1.1M | 23.6K | — | — |
| Q1 2026 | $575K | 6.3K | — | — |
| Q1 2026 | $249K | 2.5K | — | — |
| Q1 2026 | $449K | 5.9K | — | — |
| Q1 2026 | $5.3M | 62.8K | — | — |
| Q1 2026 | $4.4M | 46.3K | — | — |
| Q1 2026 | $1.6M | 10.7K | — | — |
| Q1 2026 | $4.1M | 43.2K | — | — |
| Q1 2026 | $2.4M | 25.3K | — | — |
| Q4 2025 | $1M | 23.7K | — | — |
| Q4 2025 | $667K | 7.3K | — | — |
| Q4 2025 | $345K | 3.5K | — | — |
| Q4 2025 | $471K | 5.9K | — | — |
| Q4 2025 | $5.7M | 67.8K | — | — |
| Q4 2025 | $5.2M | 56.1K | — | — |
| Q4 2025 | $1.5M | 10.6K | — | — |
| Q4 2025 | $4.3M | 47.7K | — | — |
| Q4 2025 | $3.1M | 32.5K | — | — |
| Q3 2025 | $1M | 11.9K | — | — |
| Q3 2025 | $773K | 8.4K | — | — |
| Q3 2025 | $357K | 3.6K | — | — |
| Q3 2025 | $255K | 3.3K | — | — |
| Q3 2025 | $5.8M | 70.1K | — | — |
| Q3 2025 | $5.5M | 60.5K | — | — |
| Q3 2025 | $1.8M | 13.0K | — | — |
| Q3 2025 | $4.5M | 50.3K | — | — |
| Q3 2025 | $3.4M | 35.7K | — | — |