Back to STT-PG
Edge Wealth Management LLC → STT-PG
Edge Wealth Management LLC STT-PG Position History
State Street Corporation
Quarters held
20
Latest value
$1.4M
Q3 2026
Peak value
$17.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $351K |
| Q3 2025 | $11.3M |
| Q3 2025 | $389K |
| Q3 2025 | $991K |
| Q4 2025 | $364K |
| Q4 2025 | $13.4M |
| Q4 2025 | $433K |
| Q4 2025 | $999K |
| Q1 2026 | $351K |
| Q1 2026 | $14.2M |
| Q1 2026 | $206K |
| Q1 2026 | $1.4M |
| Q2 2026 | $388K |
| Q2 2026 | $17.6M |
| Q2 2026 | $234K |
| Q2 2026 | $1.2M |
| Q3 2026 | $380K |
| Q3 2026 | $17.6M |
| Q3 2026 | $249K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 22.1K | — | — |
| Q3 2026 | $249K | 1.5K | — | — |
| Q3 2026 | $17.6M | 110.8K | — | — |
| Q3 2026 | $380K | 5.6K | — | — |
| Q2 2026 | $1.2M | 22.3K | — | — |
| Q2 2026 | $234K | 1.5K | — | — |
| Q2 2026 | $17.6M | 111.3K | — | — |
| Q2 2026 | $388K | 5.6K | — | — |
| Q1 2026 | $1.4M | 22.3K | — | — |
| Q1 2026 | $206K | 1.4K | — | — |
| Q1 2026 | $14.2M | 111.1K | — | — |
| Q1 2026 | $351K | 5.6K | — | — |
| Q4 2025 | $999K | 22.3K | — | — |
| Q4 2025 | $433K | 2.8K | — | — |
| Q4 2025 | $13.4M | 110.0K | — | — |
| Q4 2025 | $364K | 5.6K | — | — |
| Q3 2025 | $991K | 11.1K | — | — |
| Q3 2025 | $389K | 2.8K | — | — |
| Q3 2025 | $11.3M | 112.3K | — | — |
| Q3 2025 | $351K | 5.6K | — | — |