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ORBA Wealth Advisors, L.L.C. → STT-PG
ORBA Wealth Advisors, L.L.C. STT-PG Position History
State Street Corporation • Banking
Quarters held
35
Latest value
$2.5M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $5M |
| Q3 2025 | $2M |
| Q3 2025 | $5.9M |
| Q3 2025 | $1.8M |
| Q4 2025 | $2.4M |
| Q4 2025 | $4.5M |
| Q4 2025 | $325K |
| Q4 2025 | $1.7M |
| Q4 2025 | $7.4M |
| Q4 2025 | $250K |
| Q4 2025 | $2.1M |
| Q1 2026 | $2M |
| Q1 2026 | $3.9M |
| Q1 2026 | $278K |
| Q1 2026 | $1.6M |
| Q1 2026 | $5M |
| Q1 2026 | $497K |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.4M |
| Q2 2026 | $301K |
| Q2 2026 | $1.4M |
| Q2 2026 | $219K |
| Q2 2026 | $6.4M |
| Q2 2026 | $498K |
| Q2 2026 | $2.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $3M |
| Q3 2026 | $284K |
| Q3 2026 | $1.2M |
| Q3 2026 | $240K |
| Q3 2026 | $6M |
| Q3 2026 | $489K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 89.3K | — | — |
| Q3 2026 | $489K | 10.5K | — | — |
| Q3 2026 | $6M | 148.8K | — | — |
| Q3 2026 | $240K | 2.7K | — | — |
| Q3 2026 | $1.2M | 19.7K | — | — |
| Q3 2026 | $284K | 12.1K | — | — |
| Q3 2026 | $3M | 59.1K | — | — |
| Q3 2026 | $1.5M | 28.2K | — | — |
| Q2 2026 | $2.4M | 86.7K | — | — |
| Q2 2026 | $498K | 10.4K | — | — |
| Q2 2026 | $6.4M | 158.0K | — | — |
| Q2 2026 | $219K | 2.5K | — | — |
| Q2 2026 | $1.4M | 20.6K | — | — |
| Q2 2026 | $301K | 11.8K | — | — |
| Q2 2026 | $3.4M | 67.9K | — | — |
| Q2 2026 | $1.7M | 33.2K | — | — |
| Q1 2026 | $1.5M | 54.7K | — | — |
| Q1 2026 | $497K | 10.4K | — | — |
| Q1 2026 | $5M | 122.9K | — | — |
| Q1 2026 | $1.6M | 26.8K | — | — |
| Q1 2026 | $278K | 11.2K | — | — |
| Q1 2026 | $3.9M | 86.0K | — | — |
| Q1 2026 | $2M | 43.0K | — | — |
| Q4 2025 | $2.1M | 73.8K | — | — |
| Q4 2025 | $250K | 5.2K | — | — |
| Q4 2025 | $7.4M | 182.3K | — | — |
| Q4 2025 | $1.7M | 29.3K | — | — |
| Q4 2025 | $325K | 13.0K | — | — |
| Q4 2025 | $4.5M | 100.9K | — | — |
| Q4 2025 | $2.4M | 50.3K | — | — |
| Q3 2025 | $1.8M | 64.0K | — | — |
| Q3 2025 | $5.9M | 144.7K | — | — |
| Q3 2025 | $2M | 34.3K | — | — |
| Q3 2025 | $5M | 116.0K | — | — |
| Q3 2025 | $2.7M | 57.8K | — | — |