Back to STT-PG
Life Planning Partners, Inc → STT-PG
Life Planning Partners, Inc STT-PG Position History
State Street Corporation • Banking
Quarters held
8
Latest value
$2.9M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $537K |
| Q4 2025 | $3M |
| Q1 2026 | $538K |
| Q1 2026 | $3.1M |
| Q2 2026 | $594K |
| Q2 2026 | $3.4M |
| Q3 2026 | $495K |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 57.8K | — | — |
| Q3 2026 | $495K | 9.6K | — | — |
| Q2 2026 | $3.4M | 67.8K | — | — |
| Q2 2026 | $594K | 11.5K | — | — |
| Q1 2026 | $3.1M | 67.8K | — | — |
| Q1 2026 | $538K | 11.5K | — | — |
| Q4 2025 | $3M | 68.2K | — | — |
| Q4 2025 | $537K | 11.5K | — | — |