Back to STT-PG
Lord & Richards Wealth Management, LLC → STT-PG
Lord & Richards Wealth Management, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
28
Latest value
$17K
Q3 2026
Peak value
$15.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $775K |
| Q3 2025 | $6.8M |
| Q3 2025 | $1.3M |
| Q3 2025 | $350K |
| Q3 2025 | $412K |
| Q3 2025 | $35K |
| Q3 2025 | $338K |
| Q4 2025 | $10.7M |
| Q4 2025 | $2.6M |
| Q4 2025 | $941K |
| Q4 2025 | $533K |
| Q4 2025 | $263K |
| Q4 2025 | $489K |
| Q1 2026 | $10.3M |
| Q1 2026 | $2.7M |
| Q1 2026 | $1.2M |
| Q1 2026 | $497K |
| Q1 2026 | $185K |
| Q1 2026 | $524K |
| Q2 2026 | $15.9M |
| Q2 2026 | $1.6M |
| Q2 2026 | $627K |
| Q2 2026 | $311K |
| Q3 2026 | $13M |
| Q3 2026 | $1.9M |
| Q3 2026 | $581K |
| Q3 2026 | $230K |
| Q3 2026 | $17K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17K | 189 | — | — |
| Q3 2026 | $230K | 2.6K | — | — |
| Q3 2026 | $581K | 6.5K | — | — |
| Q3 2026 | $1.9M | 20.7K | — | — |
| Q3 2026 | $13M | 144.8K | — | — |
| Q2 2026 | $311K | 3.5K | — | — |
| Q2 2026 | $627K | 7.1K | — | — |
| Q2 2026 | $1.6M | 18.5K | — | — |
| Q2 2026 | $15.9M | 180.7K | — | — |
| Q1 2026 | $524K | 6.8K | — | — |
| Q1 2026 | $185K | 2.4K | — | — |
| Q1 2026 | $497K | 6.5K | — | — |
| Q1 2026 | $1.2M | 15.1K | — | — |
| Q1 2026 | $2.7M | 35.6K | — | — |
| Q1 2026 | $10.3M | 135.2K | — | — |
| Q4 2025 | $489K | 6.1K | — | — |
| Q4 2025 | $263K | 3.3K | — | — |
| Q4 2025 | $533K | 6.6K | — | — |
| Q4 2025 | $941K | 11.7K | — | — |
| Q4 2025 | $2.6M | 31.9K | — | — |
| Q4 2025 | $10.7M | 133.8K | — | — |
| Q3 2025 | $338K | 4.3K | — | — |
| Q3 2025 | $35K | 444 | — | — |
| Q3 2025 | $412K | 5.3K | — | — |
| Q3 2025 | $350K | 4.5K | — | — |
| Q3 2025 | $1.3M | 16.5K | — | — |
| Q3 2025 | $6.8M | 87.0K | — | — |
| Q3 2025 | $775K | 9.9K | — | — |