Back to STT-PG
Higgins & Schmidt Wealth Strategies LLC → STT-PG
Higgins & Schmidt Wealth Strategies LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
40
Latest value
$280K
Q3 2026
Peak value
$41.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q4 2025 | $30.3M |
| Q4 2025 | $35.2M |
| Q4 2025 | $35M |
| Q4 2025 | $9.3M |
| Q4 2025 | $435K |
| Q4 2025 | $12.6M |
| Q4 2025 | $230K |
| Q4 2025 | $206K |
| Q1 2026 | $2.5M |
| Q1 2026 | $30.7M |
| Q1 2026 | $32.5M |
| Q1 2026 | $36.2M |
| Q1 2026 | $244K |
| Q1 2026 | $10.7M |
| Q1 2026 | $207K |
| Q1 2026 | $13.2M |
| Q1 2026 | $5.8M |
| Q1 2026 | $208K |
| Q2 2026 | $2.8M |
| Q2 2026 | $34.3M |
| Q2 2026 | $41.4M |
| Q2 2026 | $41.2M |
| Q2 2026 | $295K |
| Q2 2026 | $11.5M |
| Q2 2026 | $237K |
| Q2 2026 | $15.5M |
| Q2 2026 | $208K |
| Q2 2026 | $225K |
| Q2 2026 | $273K |
| Q3 2026 | $2.8M |
| Q3 2026 | $34.2M |
| Q3 2026 | $40.8M |
| Q3 2026 | $40.7M |
| Q3 2026 | $263K |
| Q3 2026 | $9.7M |
| Q3 2026 | $241K |
| Q3 2026 | $14.4M |
| Q3 2026 | $225K |
| Q3 2026 | $280K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $280K | 1.4K | — | — |
| Q3 2026 | $225K | 4.2K | — | — |
| Q3 2026 | $14.4M | 229.1K | — | — |
| Q3 2026 | $241K | 2.6K | — | — |
| Q3 2026 | $9.7M | 356.4K | — | — |
| Q3 2026 | $263K | 1.3K | — | — |
| Q3 2026 | $40.7M | 665.9K | — | — |
| Q3 2026 | $40.8M | 331.8K | — | — |
| Q3 2026 | $34.2M | 681.4K | — | — |
| Q3 2026 | $2.8M | 53.4K | — | — |
| Q2 2026 | $273K | 1.4K | — | — |
| Q2 2026 | $225K | 4.2K | — | — |
| Q2 2026 | $208K | 2.4K | — | — |
| Q2 2026 | $15.5M | 229.9K | — | — |
| Q2 2026 | $237K | 2.6K | — | — |
| Q2 2026 | $11.5M | 406.0K | — | — |
| Q2 2026 | $295K | 1.3K | — | — |
| Q2 2026 | $41.2M | 677.8K | — | — |
| Q2 2026 | $41.4M | 348.0K | — | — |
| Q2 2026 | $34.3M | 681.2K | — | — |
| Q2 2026 | $2.8M | 53.8K | — | — |
| Q1 2026 | $208K | 4.2K | — | — |
| Q1 2026 | $5.8M | 75.7K | — | — |
| Q1 2026 | $13.2M | 222.4K | — | — |
| Q1 2026 | $207K | 2.6K | — | — |
| Q1 2026 | $10.7M | 374.8K | — | — |
| Q1 2026 | $244K | 1.3K | — | — |
| Q1 2026 | $36.2M | 639.8K | — | — |
| Q1 2026 | $32.5M | 332.3K | — | — |
| Q1 2026 | $30.7M | 673.5K | — | — |
| Q1 2026 | $2.5M | 54.1K | — | — |
| Q4 2025 | $206K | 1.4K | — | — |
| Q4 2025 | $230K | 4.2K | — | — |
| Q4 2025 | $12.6M | 217.4K | — | — |
| Q4 2025 | $435K | 5.3K | — | — |
| Q4 2025 | $9.3M | 323.8K | — | — |
| Q4 2025 | $35M | 616.4K | — | — |
| Q4 2025 | $35.2M | 329.4K | — | — |
| Q4 2025 | $30.3M | 682.2K | — | — |
| Q4 2025 | $2.6M | 56.1K | — | — |