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INVESTMENT ADVISORY SERVICES INC /TX /ADV → STT-PG
INVESTMENT ADVISORY SERVICES INC /TX /ADV STT-PG Position History
State Street Corporation • Banking
Quarters held
17
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $599K |
| Q4 2025 | $3.1M |
| Q4 2025 | $360K |
| Q4 2025 | $3.6M |
| Q1 2026 | $562K |
| Q1 2026 | $3.9M |
| Q1 2026 | $331K |
| Q1 2026 | $3.4M |
| Q2 2026 | $353K |
| Q2 2026 | $639K |
| Q2 2026 | $3.5M |
| Q2 2026 | $360K |
| Q2 2026 | $4.8M |
| Q3 2026 | $732K |
| Q3 2026 | $4.2M |
| Q3 2026 | $359K |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 25.4K | — | — |
| Q3 2026 | $359K | 6.7K | — | — |
| Q3 2026 | $4.2M | 68.4K | — | — |
| Q3 2026 | $732K | 4.3K | — | — |
| Q2 2026 | $4.8M | 25.2K | — | — |
| Q2 2026 | $360K | 6.7K | — | — |
| Q2 2026 | $3.5M | 65.2K | — | — |
| Q2 2026 | $639K | 4.0K | — | — |
| Q2 2026 | $353K | 3.9K | — | — |
| Q1 2026 | $3.4M | 25.2K | — | — |
| Q1 2026 | $331K | 6.7K | — | — |
| Q1 2026 | $3.9M | 63.6K | — | — |
| Q1 2026 | $562K | 3.8K | — | — |
| Q4 2025 | $3.6M | 25.2K | — | — |
| Q4 2025 | $360K | 6.6K | — | — |
| Q4 2025 | $3.1M | 70.4K | — | — |
| Q4 2025 | $599K | 3.9K | — | — |