Back to STT-PG
LifePlan Financial, LLC → STT-PG
LifePlan Financial, LLC STT-PG Position History
State Street Corporation
Quarters held
15
Latest value
$3M
Q3 2026
Peak value
$11.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q3 2025 | $5.9M |
| Q3 2025 | $2.3M |
| Q4 2025 | $9.5M |
| Q4 2025 | $6.2M |
| Q4 2025 | $2.2M |
| Q1 2026 | $9.1M |
| Q1 2026 | $7.5M |
| Q1 2026 | $2.9M |
| Q2 2026 | $10.8M |
| Q2 2026 | $7.6M |
| Q2 2026 | $2.5M |
| Q3 2026 | $11.1M |
| Q3 2026 | $7.3M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 46.1K | — | — |
| Q3 2026 | $7.3M | 149.0K | — | — |
| Q3 2026 | $11.1M | 88.9K | — | — |
| Q2 2026 | $2.5M | 46.7K | — | — |
| Q2 2026 | $7.6M | 149.1K | — | — |
| Q2 2026 | $10.8M | 90.6K | — | — |
| Q1 2026 | $2.9M | 47.9K | — | — |
| Q1 2026 | $7.5M | 149.8K | — | — |
| Q1 2026 | $9.1M | 93.3K | — | — |
| Q4 2025 | $2.2M | 49.4K | — | — |
| Q4 2025 | $6.2M | 137.7K | — | — |
| Q4 2025 | $9.5M | 89.2K | — | — |
| Q3 2025 | $2.3M | 25.5K | — | — |
| Q3 2025 | $5.9M | 65.6K | — | — |
| Q3 2025 | $9.5M | 90.7K | — | — |