Back to STT-PG
Financial Planning Fort Collins, LLC → STT-PG
Financial Planning Fort Collins, LLC STT-PG Position History
State Street Corporation
Quarters held
20
Latest value
$2.1M
Q3 2026
Peak value
$28M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.7M |
| Q4 2025 | $10.5M |
| Q4 2025 | $11.6M |
| Q4 2025 | $25.5M |
| Q4 2025 | $2M |
| Q1 2026 | $5.6M |
| Q1 2026 | $12.4M |
| Q1 2026 | $13.4M |
| Q1 2026 | $27.5M |
| Q1 2026 | $1.9M |
| Q2 2026 | $5.3M |
| Q2 2026 | $12M |
| Q2 2026 | $13.1M |
| Q2 2026 | $27.5M |
| Q2 2026 | $2M |
| Q3 2026 | $5.3M |
| Q3 2026 | $12.2M |
| Q3 2026 | $12.5M |
| Q3 2026 | $28M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 22.4K | — | — |
| Q3 2026 | $28M | 304.5K | — | — |
| Q3 2026 | $12.5M | 512.6K | — | — |
| Q3 2026 | $12.2M | 242.4K | — | — |
| Q3 2026 | $5.3M | 102.7K | — | — |
| Q2 2026 | $2M | 22.2K | — | — |
| Q2 2026 | $27.5M | 301.5K | — | — |
| Q2 2026 | $13.1M | 517.0K | — | — |
| Q2 2026 | $12M | 238.8K | — | — |
| Q2 2026 | $5.3M | 101.8K | — | — |
| Q1 2026 | $1.9M | 21.2K | — | — |
| Q1 2026 | $27.5M | 317.5K | — | — |
| Q1 2026 | $13.4M | 520.9K | — | — |
| Q1 2026 | $12.4M | 255.9K | — | — |
| Q1 2026 | $5.6M | 108.9K | — | — |
| Q4 2025 | $2M | 21.4K | — | — |
| Q4 2025 | $25.5M | 309.3K | — | — |
| Q4 2025 | $11.6M | 452.2K | — | — |
| Q4 2025 | $10.5M | 237.1K | — | — |
| Q4 2025 | $4.7M | 101.0K | — | — |