Back to STT-PG
Lifetime Wealth Management P.C. → STT-PG
Lifetime Wealth Management P.C. STT-PG Position History
State Street Corporation • Banking
Quarters held
23
Latest value
$289K
Q3 2026
Peak value
$10.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q4 2025 | $10.2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $445K |
| Q4 2025 | $325K |
| Q4 2025 | $394K |
| Q4 2025 | $316K |
| Q4 2025 | $238K |
| Q4 2025 | $2.5M |
| Q4 2025 | $694K |
| Q4 2025 | $1.1M |
| Q1 2026 | $3.1M |
| Q1 2026 | $10.5M |
| Q1 2026 | $1.9M |
| Q1 2026 | $267K |
| Q2 2026 | $3.7M |
| Q2 2026 | $9.4M |
| Q2 2026 | $1.7M |
| Q2 2026 | $290K |
| Q3 2026 | $3.5M |
| Q3 2026 | $7.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $289K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $289K | 5.4K | — | — |
| Q3 2026 | $1.5M | 5.0K | — | — |
| Q3 2026 | $7.4M | 80.3K | — | — |
| Q3 2026 | $3.5M | 91.1K | — | — |
| Q2 2026 | $290K | 5.4K | — | — |
| Q2 2026 | $1.7M | 5.3K | — | — |
| Q2 2026 | $9.4M | 102.6K | — | — |
| Q2 2026 | $3.7M | 94.8K | — | — |
| Q1 2026 | $267K | 5.4K | — | — |
| Q1 2026 | $1.9M | 6.9K | — | — |
| Q1 2026 | $10.5M | 114.7K | — | — |
| Q1 2026 | $3.1M | 77.4K | — | — |
| Q4 2025 | $1.1M | 70 | — | — |
| Q4 2025 | $694K | 43 | — | — |
| Q4 2025 | $2.5M | 107 | — | — |
| Q4 2025 | $238K | 9 | — | — |
| Q4 2025 | $316K | 5.8K | — | — |
| Q4 2025 | $394K | 17 | — | — |
| Q4 2025 | $325K | 45 | — | — |
| Q4 2025 | $445K | 21 | — | — |
| Q4 2025 | $1.9M | 6.7K | — | — |
| Q4 2025 | $10.2M | 111.5K | — | — |
| Q4 2025 | $3M | 75.7K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B