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Ridgeline Wealth Planning, LLC → STT-PG

Ridgeline Wealth Planning, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
19
Latest value
$473K
Q3 2026
Peak value
$43.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$338K
Q4 2025$898K
Q4 2025$35.9M
Q4 2025$546K
Q4 2025$271K
Q1 2026$532K
Q1 2026$860K
Q1 2026$34.3M
Q1 2026$529K
Q1 2026$612K
Q2 2026$1M
Q2 2026$988K
Q2 2026$42.1M
Q2 2026$211K
Q2 2026$595K
Q3 2026$1M
Q3 2026$1M
Q3 2026$43.5M
Q3 2026$473K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$473K4.8K——
Q3 2026$43.5M484.9K——
Q3 2026$1M10.9K——
Q3 2026$1M20.5K——
Q2 2026$595K6.0K——
Q2 2026$211K5.2K——
Q2 2026$42.1M478.7K——
Q2 2026$988K10.9K——
Q2 2026$1M20.6K——
Q1 2026$612K6.2K——
Q1 2026$529K13.2K——
Q1 2026$34.3M448.5K——
Q1 2026$860K10.9K——
Q1 2026$532K11.7K——
Q4 2025$271K2.7K——
Q4 2025$546K13.2K——
Q4 2025$35.9M448.0K——
Q4 2025$898K10.9K——
Q4 2025$338K7.6K——

Other funds holding STT-PG

Other Ridgeline Wealth Planning, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
ETHA

BLACKROCK ETF TRUST

$15.5M
ETHA

BLACKROCK ETF TRUST

$14.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$13.7M
VGES

VANGUARD SCOTTSDALE FDS

$13.6M