Back to STT-PG
Lakeshore Financial Planning, Inc. → STT-PG
Lakeshore Financial Planning, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
14
Latest value
$23.1M
Q3 2026
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $220K |
| Q3 2025 | $22.8M |
| Q4 2025 | $218K |
| Q4 2025 | $220K |
| Q4 2025 | $23.5M |
| Q1 2026 | $208K |
| Q1 2026 | $201K |
| Q1 2026 | $21.3M |
| Q2 2026 | $301K |
| Q2 2026 | $216K |
| Q2 2026 | $23.2M |
| Q3 2026 | $308K |
| Q3 2026 | $200K |
| Q3 2026 | $23.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.1M | 431.7K | — | — |
| Q3 2026 | $200K | 1.8K | — | — |
| Q3 2026 | $308K | 3.4K | — | — |
| Q2 2026 | $23.2M | 432.8K | — | — |
| Q2 2026 | $216K | 1.8K | — | — |
| Q2 2026 | $301K | 3.4K | — | — |
| Q1 2026 | $21.3M | 431.7K | — | — |
| Q1 2026 | $201K | 1.8K | — | — |
| Q1 2026 | $208K | 2.7K | — | — |
| Q4 2025 | $23.5M | 428.7K | — | — |
| Q4 2025 | $220K | 1.8K | — | — |
| Q4 2025 | $218K | 2.7K | — | — |
| Q3 2025 | $22.8M | 423.9K | — | — |
| Q3 2025 | $220K | 919 | — | — |