Back to STT-PG
PRECEDENT WEALTH PARTNERS, LLC → STT-PG
PRECEDENT WEALTH PARTNERS, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
23
Latest value
$1.5M
Q3 2026
Peak value
$10M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q4 2025 | $10M |
| Q4 2025 | $326K |
| Q4 2025 | $1.5M |
| Q4 2025 | $202K |
| Q4 2025 | $239K |
| Q4 2025 | $277K |
| Q1 2026 | $3.2M |
| Q1 2026 | $9.3M |
| Q1 2026 | $325K |
| Q1 2026 | $1.5M |
| Q1 2026 | $245K |
| Q2 2026 | $330K |
| Q2 2026 | $3.7M |
| Q2 2026 | $9.6M |
| Q2 2026 | $368K |
| Q2 2026 | $1.4M |
| Q2 2026 | $212K |
| Q2 2026 | $332K |
| Q2 2026 | $576K |
| Q3 2026 | $9.3M |
| Q3 2026 | $343K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 12.6K | — | — |
| Q3 2026 | $343K | 5.4K | — | — |
| Q3 2026 | $9.3M | 63.7K | — | — |
| Q2 2026 | $576K | 3.0K | — | — |
| Q2 2026 | $332K | 6.2K | — | — |
| Q2 2026 | $212K | 1.8K | — | — |
| Q2 2026 | $1.4M | 10.9K | — | — |
| Q2 2026 | $368K | 5.4K | — | — |
| Q2 2026 | $9.6M | 63.4K | — | — |
| Q2 2026 | $3.7M | 144.9K | — | — |
| Q2 2026 | $330K | 9.9K | — | — |
| Q1 2026 | $245K | 1.8K | — | — |
| Q1 2026 | $1.5M | 12.8K | — | — |
| Q1 2026 | $325K | 5.5K | — | — |
| Q1 2026 | $9.3M | 63.6K | — | — |
| Q1 2026 | $3.2M | 126.2K | — | — |
| Q4 2025 | $277K | 1.9K | — | — |
| Q4 2025 | $239K | 2.0K | — | — |
| Q4 2025 | $202K | 1.3K | — | — |
| Q4 2025 | $1.5M | 12.8K | — | — |
| Q4 2025 | $326K | 5.6K | — | — |
| Q4 2025 | $10M | 71.7K | — | — |
| Q4 2025 | $3M | 115.1K | — | — |