Back to STT-PG
RKL Wealth Management LLC → STT-PG
RKL Wealth Management LLC STT-PG Position History
State Street Corporation
Quarters held
33
Latest value
$213K
Q3 2026
Peak value
$51.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $932K |
| Q3 2025 | $3.5M |
| Q3 2025 | $896K |
| Q3 2025 | $796K |
| Q3 2025 | $34M |
| Q3 2025 | $208K |
| Q4 2025 | $936K |
| Q4 2025 | $3.7M |
| Q4 2025 | $945K |
| Q4 2025 | $236K |
| Q4 2025 | $834K |
| Q4 2025 | $41.2M |
| Q4 2025 | $212K |
| Q1 2026 | $872K |
| Q1 2026 | $3.2M |
| Q1 2026 | $855K |
| Q1 2026 | $236K |
| Q1 2026 | $771K |
| Q1 2026 | $40.2M |
| Q2 2026 | $850K |
| Q2 2026 | $3.8M |
| Q2 2026 | $923K |
| Q2 2026 | $244K |
| Q2 2026 | $814K |
| Q2 2026 | $48.7M |
| Q2 2026 | $371K |
| Q3 2026 | $830K |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.2M |
| Q3 2026 | $233K |
| Q3 2026 | $741K |
| Q3 2026 | $51.1M |
| Q3 2026 | $213K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $213K | 1.1K | — | — |
| Q3 2026 | $51.1M | 810.3K | — | — |
| Q3 2026 | $741K | 27.2K | — | — |
| Q3 2026 | $233K | 9.6K | — | — |
| Q3 2026 | $1.2M | 19.8K | — | — |
| Q3 2026 | $4.4M | 36.0K | — | — |
| Q3 2026 | $830K | 25.7K | — | — |
| Q2 2026 | $371K | 1.9K | — | — |
| Q2 2026 | $48.7M | 720.2K | — | — |
| Q2 2026 | $814K | 28.7K | — | — |
| Q2 2026 | $244K | 9.6K | — | — |
| Q2 2026 | $923K | 15.2K | — | — |
| Q2 2026 | $3.8M | 31.5K | — | — |
| Q2 2026 | $850K | 25.4K | — | — |
| Q1 2026 | $40.2M | 679.4K | — | — |
| Q1 2026 | $771K | 26.9K | — | — |
| Q1 2026 | $236K | 9.2K | — | — |
| Q1 2026 | $855K | 15.1K | — | — |
| Q1 2026 | $3.2M | 32.9K | — | — |
| Q1 2026 | $872K | 26.0K | — | — |
| Q4 2025 | $212K | 1.5K | — | — |
| Q4 2025 | $41.2M | 712.2K | — | — |
| Q4 2025 | $834K | 28.9K | — | — |
| Q4 2025 | $236K | 9.2K | — | — |
| Q4 2025 | $945K | 16.6K | — | — |
| Q4 2025 | $3.7M | 34.4K | — | — |
| Q4 2025 | $936K | 27.7K | — | — |
| Q3 2025 | $208K | 736 | — | — |
| Q3 2025 | $34M | 595.0K | — | — |
| Q3 2025 | $796K | 27.6K | — | — |
| Q3 2025 | $896K | 16.2K | — | — |
| Q3 2025 | $3.5M | 33.7K | — | — |
| Q3 2025 | $932K | 27.5K | — | — |