Back to STT-PG
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC → STT-PG
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC STT-PG Position History
State Street Corporation
Quarters held
51
Latest value
$3M
Q3 2026
Peak value
$31M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $792K |
| Q4 2025 | $99K |
| Q4 2025 | $219K |
| Q4 2025 | $1.2M |
| Q4 2025 | $671K |
| Q4 2025 | $26K |
| Q4 2025 | $137K |
| Q4 2025 | $689K |
| Q4 2025 | $5.4M |
| Q4 2025 | $31M |
| Q4 2025 | $42K |
| Q4 2025 | $356K |
| Q4 2025 | $1.6M |
| Q4 2025 | $374K |
| Q4 2025 | $553K |
| Q4 2025 | $94K |
| Q4 2025 | $11.9M |
| Q4 2025 | $358K |
| Q4 2025 | $224K |
| Q1 2026 | $74K |
| Q1 2026 | $286K |
| Q1 2026 | $164K |
| Q1 2026 | $41K |
| Q1 2026 | $1.4M |
| Q1 2026 | $5.5M |
| Q1 2026 | $149K |
| Q1 2026 | $390K |
| Q1 2026 | $340K |
| Q1 2026 | $3.3M |
| Q2 2026 | $301K |
| Q2 2026 | $87K |
| Q2 2026 | $158K |
| Q2 2026 | $44K |
| Q2 2026 | $44K |
| Q2 2026 | $171K |
| Q2 2026 | $2.1M |
| Q2 2026 | $6.7M |
| Q2 2026 | $415K |
| Q2 2026 | $175K |
| Q2 2026 | $3.3M |
| Q2 2026 | $534K |
| Q3 2026 | $99K |
| Q3 2026 | $236K |
| Q3 2026 | $71K |
| Q3 2026 | $133K |
| Q3 2026 | $2.8M |
| Q3 2026 | $6.8M |
| Q3 2026 | $407K |
| Q3 2026 | $232K |
| Q3 2026 | $779K |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 32.3K | — | — |
| Q3 2026 | $779K | 8.5K | — | — |
| Q3 2026 | $232K | 3.8K | — | — |
| Q3 2026 | $407K | 6.7K | — | — |
| Q3 2026 | $6.8M | 55.4K | — | — |
| Q3 2026 | $2.8M | 23.1K | — | — |
| Q3 2026 | $133K | 1.2K | — | — |
| Q3 2026 | $71K | 660 | — | — |
| Q3 2026 | $236K | 4.7K | — | — |
| Q3 2026 | $99K | 2.0K | — | — |
| Q2 2026 | $534K | 5.8K | — | — |
| Q2 2026 | $3.3M | 35.7K | — | — |
| Q2 2026 | $175K | 2.9K | — | — |
| Q2 2026 | $415K | 6.8K | — | — |
| Q2 2026 | $6.7M | 56.6K | — | — |
| Q2 2026 | $2.1M | 17.8K | — | — |
| Q2 2026 | $171K | 7.7K | — | — |
| Q2 2026 | $44K | 2.0K | — | — |
| Q2 2026 | $44K | 370 | — | — |
| Q2 2026 | $158K | 1.3K | — | — |
| Q2 2026 | $87K | 1.7K | — | — |
| Q2 2026 | $301K | 6.0K | — | — |
| Q1 2026 | $3.3M | 35.8K | — | — |
| Q1 2026 | $340K | 3.7K | — | — |
| Q1 2026 | $390K | 6.9K | — | — |
| Q1 2026 | $149K | 2.6K | — | — |
| Q1 2026 | $5.5M | 56.6K | — | — |
| Q1 2026 | $1.4M | 13.9K | — | — |
| Q1 2026 | $41K | 1.8K | — | — |
| Q1 2026 | $164K | 7.3K | — | — |
| Q1 2026 | $286K | 6.3K | — | — |
| Q1 2026 | $74K | 1.6K | — | — |
| Q4 2025 | $224K | 5.2K | — | — |
| Q4 2025 | $358K | 3.9K | — | — |
| Q4 2025 | $11.9M | 129.8K | — | — |
| Q4 2025 | $94K | 3.5K | — | — |
| Q4 2025 | $553K | 20.9K | — | — |
| Q4 2025 | $374K | 6.6K | — | — |
| Q4 2025 | $1.6M | 28.5K | — | — |
| Q4 2025 | $356K | 11.8K | — | — |
| Q4 2025 | $42K | 1.4K | — | — |
| Q4 2025 | $31M | 290.5K | — | — |
| Q4 2025 | $5.4M | 50.6K | — | — |
| Q4 2025 | $689K | 30.8K | — | — |
| Q4 2025 | $137K | 6.1K | — | — |
| Q4 2025 | $26K | 280 | — | — |
| Q4 2025 | $671K | 7.1K | — | — |
| Q4 2025 | $1.2M | 27.1K | — | — |
| Q4 2025 | $219K | 4.9K | — | — |
| Q4 2025 | $99K | 2.1K | — | — |
| Q4 2025 | $792K | 16.9K | — | — |