Back to STT-PG
DWM Financial Group, Inc. → STT-PG
DWM Financial Group, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
21
Latest value
$248K
Q3 2026
Peak value
$2.7M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $410K |
| Q3 2026 | $711K |
| Q3 2026 | $1.2M |
| Q3 2026 | $849K |
| Q3 2026 | $610K |
| Q3 2026 | $496K |
| Q3 2026 | $457K |
| Q3 2026 | $599K |
| Q3 2026 | $266K |
| Q3 2026 | $2.7M |
| Q3 2026 | $920K |
| Q3 2026 | $773K |
| Q3 2026 | $311K |
| Q3 2026 | $705K |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1M |
| Q3 2026 | $977K |
| Q3 2026 | $233K |
| Q3 2026 | $390K |
| Q3 2026 | $248K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $248K | 1.3K | — | — |
| Q3 2026 | $390K | 7.3K | — | — |
| Q3 2026 | $233K | 3.8K | — | — |
| Q3 2026 | $977K | 35.4K | — | — |
| Q3 2026 | $1M | 36.1K | — | — |
| Q3 2026 | $1.4M | 20.5K | — | — |
| Q3 2026 | $1.5M | 7.9K | — | — |
| Q3 2026 | $705K | 29.5K | — | — |
| Q3 2026 | $311K | 10.8K | — | — |
| Q3 2026 | $773K | 20.6K | — | — |
| Q3 2026 | $920K | 25.4K | — | — |
| Q3 2026 | $2.7M | 30.1K | — | — |
| Q3 2026 | $266K | 4.2K | — | — |
| Q3 2026 | $599K | 25.1K | — | — |
| Q3 2026 | $457K | 22.2K | — | — |
| Q3 2026 | $496K | 24.3K | — | — |
| Q3 2026 | $610K | 12.2K | — | — |
| Q3 2026 | $849K | 16.4K | — | — |
| Q3 2026 | $1.2M | 12.5K | — | — |
| Q3 2026 | $711K | 8.9K | — | — |
| Q2 2026 | $410K | 7.5K | — | — |