Back to STT-PG
Equity Wealth Partners, LLC → STT-PG
Equity Wealth Partners, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
17
Latest value
$9M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $788K |
| Q3 2025 | $309K |
| Q3 2025 | $259K |
| Q3 2025 | $5.2M |
| Q4 2025 | $801K |
| Q4 2025 | $317K |
| Q4 2025 | $292K |
| Q4 2025 | $6.5M |
| Q1 2026 | $761K |
| Q1 2026 | $327K |
| Q1 2026 | $6.2M |
| Q2 2026 | $860K |
| Q2 2026 | $377K |
| Q2 2026 | $8.9M |
| Q3 2026 | $729K |
| Q3 2026 | $353K |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 46.0K | — | — |
| Q3 2026 | $353K | 3.5K | — | — |
| Q3 2026 | $729K | 6.8K | — | — |
| Q2 2026 | $8.9M | 46.8K | — | — |
| Q2 2026 | $377K | 3.5K | — | — |
| Q2 2026 | $860K | 7.2K | — | — |
| Q1 2026 | $6.2M | 46.5K | — | — |
| Q1 2026 | $327K | 3.5K | — | — |
| Q1 2026 | $761K | 7.9K | — | — |
| Q4 2025 | $6.5M | 45.2K | — | — |
| Q4 2025 | $292K | 5.1K | — | — |
| Q4 2025 | $317K | 3.5K | — | — |
| Q4 2025 | $801K | 8.5K | — | — |
| Q3 2025 | $5.2M | 18.4K | — | — |
| Q3 2025 | $259K | 4.7K | — | — |
| Q3 2025 | $309K | 3.5K | — | — |
| Q3 2025 | $788K | 8.4K | — | — |