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Keystone Financial Planning, Inc. → STT-PG
Keystone Financial Planning, Inc. STT-PG Position History
State Street Corporation
Quarters held
4
Latest value
$10M
Q3 2026
Peak value
$10M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.3M |
| Q1 2026 | $8.9M |
| Q2 2026 | $9.4M |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 219.3K | — | — |
| Q2 2026 | $9.4M | 197.4K | — | — |
| Q1 2026 | $8.9M | 196.3K | — | — |
| Q4 2025 | $8.3M | 192.1K | — | — |