Back to STT-PG
ShoreHaven Wealth Partners, LLC → STT-PG
ShoreHaven Wealth Partners, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
28
Latest value
$2.2M
Q3 2026
Peak value
$6.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $5.9M |
| Q3 2025 | $806K |
| Q3 2025 | $550K |
| Q3 2025 | $519K |
| Q3 2025 | $304K |
| Q4 2025 | $1.2M |
| Q4 2025 | $6.1M |
| Q4 2025 | $822K |
| Q4 2025 | $537K |
| Q4 2025 | $482K |
| Q4 2025 | $296K |
| Q1 2026 | $1.2M |
| Q1 2026 | $6.3M |
| Q1 2026 | $799K |
| Q1 2026 | $337K |
| Q1 2026 | $294K |
| Q1 2026 | $362K |
| Q2 2026 | $1.2M |
| Q2 2026 | $6.9M |
| Q2 2026 | $807K |
| Q2 2026 | $299K |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.3M |
| Q3 2026 | $6.7M |
| Q3 2026 | $1.3M |
| Q3 2026 | $549K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 50.4K | — | — |
| Q3 2026 | $549K | 23.4K | — | — |
| Q3 2026 | $1.3M | 45.5K | — | — |
| Q3 2026 | $6.7M | 28.2K | — | — |
| Q3 2026 | $1.3M | 24.7K | — | — |
| Q2 2026 | $1.7M | 36.2K | — | — |
| Q2 2026 | $299K | 11.8K | — | — |
| Q2 2026 | $807K | 27.8K | — | — |
| Q2 2026 | $6.9M | 29.0K | — | — |
| Q2 2026 | $1.2M | 24.0K | — | — |
| Q1 2026 | $362K | 8.0K | — | — |
| Q1 2026 | $294K | 7.3K | — | — |
| Q1 2026 | $337K | 13.6K | — | — |
| Q1 2026 | $799K | 27.5K | — | — |
| Q1 2026 | $6.3M | 29.2K | — | — |
| Q1 2026 | $1.2M | 25.8K | — | — |
| Q4 2025 | $296K | 6.5K | — | — |
| Q4 2025 | $482K | 11.7K | — | — |
| Q4 2025 | $537K | 21.5K | — | — |
| Q4 2025 | $822K | 28.0K | — | — |
| Q4 2025 | $6.1M | 28.8K | — | — |
| Q4 2025 | $1.2M | 24.8K | — | — |
| Q3 2025 | $304K | 6.7K | — | — |
| Q3 2025 | $519K | 12.5K | — | — |
| Q3 2025 | $550K | 22.0K | — | — |
| Q3 2025 | $806K | 27.2K | — | — |
| Q3 2025 | $5.9M | 28.9K | — | — |
| Q3 2025 | $1.1M | 24.0K | — | — |