Back to STT-PG
Fiscal Wisdom Wealth Management, LLC → STT-PG
Fiscal Wisdom Wealth Management, LLC STT-PG Position History
State Street Corporation
Quarters held
10
Latest value
$333K
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $267K |
| Q4 2025 | $3.7M |
| Q4 2025 | $279K |
| Q1 2026 | $3.4M |
| Q1 2026 | $251K |
| Q2 2026 | $3.8M |
| Q2 2026 | $315K |
| Q3 2026 | $4M |
| Q3 2026 | $333K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $333K | 6.2K | — | — |
| Q3 2026 | $4M | 45.0K | — | — |
| Q2 2026 | $315K | 5.9K | — | — |
| Q2 2026 | $3.8M | 43.8K | — | — |
| Q1 2026 | $251K | 5.1K | — | — |
| Q1 2026 | $3.4M | 44.2K | — | — |
| Q4 2025 | $279K | 5.1K | — | — |
| Q4 2025 | $3.7M | 46.0K | — | — |
| Q3 2025 | $267K | 5.1K | — | — |
| Q3 2025 | $3.6M | 45.5K | — | — |