Back to STT-PG
Meriwether Wealth & Planning, LLC → STT-PG
Meriwether Wealth & Planning, LLC STT-PG Position History
State Street Corporation
Quarters held
28
Latest value
$2K
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $258K |
| Q3 2025 | $3.2M |
| Q3 2025 | $259K |
| Q3 2025 | $524K |
| Q3 2025 | $1.2M |
| Q4 2025 | $253K |
| Q4 2025 | $3.3M |
| Q4 2025 | $220K |
| Q4 2025 | $449K |
| Q4 2025 | $916K |
| Q1 2026 | $3.6M |
| Q1 2026 | $210K |
| Q1 2026 | $417K |
| Q1 2026 | $1.3M |
| Q2 2026 | $3.6M |
| Q2 2026 | $227K |
| Q2 2026 | $440K |
| Q2 2026 | $1.1M |
| Q3 2026 | $142K |
| Q3 2026 | $2K |
| Q3 2026 | $26K |
| Q3 2026 | $62 |
| Q3 2026 | $3.7M |
| Q3 2026 | $218K |
| Q3 2026 | $408K |
| Q3 2026 | $1.2M |
| Q3 2026 | $117K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 12 | — | — |
| Q3 2026 | $117K | 700 | — | — |
| Q3 2026 | $1.2M | 19.8K | — | — |
| Q3 2026 | $408K | 9.0K | — | — |
| Q3 2026 | $218K | 1.8K | — | — |
| Q3 2026 | $3.7M | 164.1K | — | — |
| Q3 2026 | $62 | 2 | — | — |
| Q3 2026 | $26K | 50 | — | — |
| Q3 2026 | $2K | 26 | — | — |
| Q3 2026 | $142K | 967 | — | — |
| Q2 2026 | $1.1M | 20.1K | — | — |
| Q2 2026 | $440K | 9.2K | — | — |
| Q2 2026 | $227K | 1.8K | — | — |
| Q2 2026 | $3.6M | 155.3K | — | — |
| Q1 2026 | $1.3M | 20.7K | — | — |
| Q1 2026 | $417K | 9.2K | — | — |
| Q1 2026 | $210K | 1.7K | — | — |
| Q1 2026 | $3.6M | 152.6K | — | — |
| Q4 2025 | $916K | 20.5K | — | — |
| Q4 2025 | $449K | 10.4K | — | — |
| Q4 2025 | $220K | 1.9K | — | — |
| Q4 2025 | $3.3M | 140.3K | — | — |
| Q4 2025 | $253K | 8.2K | — | — |
| Q3 2025 | $1.2M | 13.5K | — | — |
| Q3 2025 | $524K | 11.9K | — | — |
| Q3 2025 | $259K | 2.3K | — | — |
| Q3 2025 | $3.2M | 134.4K | — | — |
| Q3 2025 | $258K | 8.4K | — | — |