Back to STT-PG
Intergy Private Wealth, LLC → STT-PG
Intergy Private Wealth, LLC STT-PG Position History
State Street Corporation
Quarters held
16
Latest value
$455K
Q3 2026
Peak value
$11M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.6M |
| Q4 2025 | $6.3M |
| Q4 2025 | $312K |
| Q4 2025 | $449K |
| Q1 2026 | $8.8M |
| Q1 2026 | $5.6M |
| Q1 2026 | $319K |
| Q1 2026 | $454K |
| Q2 2026 | $10.7M |
| Q2 2026 | $5M |
| Q2 2026 | $377K |
| Q2 2026 | $490K |
| Q3 2026 | $11M |
| Q3 2026 | $4.8M |
| Q3 2026 | $393K |
| Q3 2026 | $455K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $455K | 11.1K | — | — |
| Q3 2026 | $393K | 4.2K | — | — |
| Q3 2026 | $4.8M | 77.8K | — | — |
| Q3 2026 | $11M | 89.5K | — | — |
| Q2 2026 | $490K | 11.1K | — | — |
| Q2 2026 | $377K | 3.9K | — | — |
| Q2 2026 | $5M | 82.2K | — | — |
| Q2 2026 | $10.7M | 89.5K | — | — |
| Q1 2026 | $454K | 11.1K | — | — |
| Q1 2026 | $319K | 3.3K | — | — |
| Q1 2026 | $5.6M | 99.3K | — | — |
| Q1 2026 | $8.8M | 90.2K | — | — |
| Q4 2025 | $449K | 11.1K | — | — |
| Q4 2025 | $312K | 3.2K | — | — |
| Q4 2025 | $6.3M | 110.1K | — | — |
| Q4 2025 | $9.6M | 90.2K | — | — |