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Leading Edge Financial Planning LLC → STT-PG
Leading Edge Financial Planning LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
21
Latest value
$901K
Q3 2026
Peak value
$90.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.5M |
| Q3 2025 | $1M |
| Q3 2025 | $60.8M |
| Q3 2025 | $374K |
| Q3 2025 | $2.4M |
| Q4 2025 | $25.9M |
| Q4 2025 | $1.1M |
| Q4 2025 | $66.7M |
| Q4 2025 | $1.1M |
| Q1 2026 | $27M |
| Q1 2026 | $1.1M |
| Q1 2026 | $70M |
| Q1 2026 | $1.7M |
| Q2 2026 | $30M |
| Q2 2026 | $972K |
| Q2 2026 | $86.7M |
| Q2 2026 | $1.4M |
| Q3 2026 | $28.3M |
| Q3 2026 | $600K |
| Q3 2026 | $90.2M |
| Q3 2026 | $901K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $901K | 9.8K | — | — |
| Q3 2026 | $90.2M | 1.00M | — | — |
| Q3 2026 | $600K | 24.6K | — | — |
| Q3 2026 | $28.3M | 1.16M | — | — |
| Q2 2026 | $1.4M | 15.7K | — | — |
| Q2 2026 | $86.7M | 986.0K | — | — |
| Q2 2026 | $972K | 37.8K | — | — |
| Q2 2026 | $30M | 1.17M | — | — |
| Q1 2026 | $1.7M | 18.4K | — | — |
| Q1 2026 | $70M | 914.7K | — | — |
| Q1 2026 | $1.1M | 41.2K | — | — |
| Q1 2026 | $27M | 1.05M | — | — |
| Q4 2025 | $1.1M | 12.0K | — | — |
| Q4 2025 | $66.7M | 831.7K | — | — |
| Q4 2025 | $1.1M | 44.1K | — | — |
| Q4 2025 | $25.9M | 1.01M | — | — |
| Q3 2025 | $2.4M | 25.9K | — | — |
| Q3 2025 | $374K | 3.8K | — | — |
| Q3 2025 | $60.8M | 775.8K | — | — |
| Q3 2025 | $1M | 38.4K | — | — |
| Q3 2025 | $23.5M | 910.9K | — | — |