Back to STT-PG
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → STT-PG
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
21
Latest value
$400K
Q3 2026
Peak value
$15.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $888K |
| Q3 2025 | $15.1M |
| Q3 2025 | $1.6M |
| Q3 2025 | $2.3M |
| Q3 2025 | $1.7M |
| Q4 2025 | $992K |
| Q4 2025 | $15.5M |
| Q4 2025 | $6M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $265K |
| Q1 2026 | $679K |
| Q1 2026 | $8.8M |
| Q1 2026 | $2.5M |
| Q2 2026 | $1.5M |
| Q2 2026 | $736K |
| Q2 2026 | $306K |
| Q3 2026 | $1.8M |
| Q3 2026 | $1M |
| Q3 2026 | $399K |
| Q3 2026 | $400K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $400K | 2.0K | — | — |
| Q3 2026 | $399K | 3.2K | — | — |
| Q3 2026 | $1M | 11.0K | — | — |
| Q3 2026 | $1.8M | 36.1K | — | — |
| Q2 2026 | $306K | 1.6K | — | — |
| Q2 2026 | $736K | 8.4K | — | — |
| Q2 2026 | $1.5M | 30.7K | — | — |
| Q1 2026 | $2.5M | 105.7K | — | — |
| Q1 2026 | $8.8M | 352.0K | — | — |
| Q1 2026 | $679K | 16.9K | — | — |
| Q1 2026 | $265K | 3.5K | — | — |
| Q1 2026 | $1.1M | 23.6K | — | — |
| Q4 2025 | $1.8M | 75.1K | — | — |
| Q4 2025 | $6M | 238.2K | — | — |
| Q4 2025 | $15.5M | 374.9K | — | — |
| Q4 2025 | $992K | 22.3K | — | — |
| Q3 2025 | $1.7M | 72.3K | — | — |
| Q3 2025 | $2.3M | 91.0K | — | — |
| Q3 2025 | $1.6M | 51.7K | — | — |
| Q3 2025 | $15.1M | 362.5K | — | — |
| Q3 2025 | $888K | 20.7K | — | — |