Back to STT-PG
LIFELONG WEALTH ADVISORS, INC. → STT-PG
LIFELONG WEALTH ADVISORS, INC. STT-PG Position History
State Street Corporation • Banking
Quarters held
5
Latest value
$84.7M
Q3 2026
Peak value
$84.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $62.3M |
| Q4 2025 | $63.8M |
| Q1 2026 | $61.3M |
| Q2 2026 | $82.6M |
| Q3 2026 | $84.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $84.7M | 943.5K | — | — |
| Q2 2026 | $82.6M | 940.4K | — | — |
| Q1 2026 | $61.3M | 800.5K | — | — |
| Q4 2025 | $63.8M | 795.9K | — | — |
| Q3 2025 | $62.3M | 795.6K | — | — |