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Stone Summit Wealth LLC → STT-PG
Stone Summit Wealth LLC STT-PG Position History
State Street Corporation
Quarters held
44
Latest value
$920K
Q3 2026
Peak value
$16.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $221K |
| Q3 2025 | $659K |
| Q3 2025 | $4.9M |
| Q3 2025 | $7.6M |
| Q3 2025 | $6.7M |
| Q3 2025 | $372K |
| Q3 2025 | $268K |
| Q3 2025 | $390K |
| Q3 2025 | $982K |
| Q4 2025 | $724K |
| Q4 2025 | $5.6M |
| Q4 2025 | $8M |
| Q4 2025 | $12.6M |
| Q4 2025 | $409K |
| Q4 2025 | $267K |
| Q4 2025 | $328K |
| Q4 2025 | $961K |
| Q1 2026 | $766K |
| Q1 2026 | $5.7M |
| Q1 2026 | $601K |
| Q1 2026 | $8.4M |
| Q1 2026 | $12.1M |
| Q1 2026 | $396K |
| Q1 2026 | $286K |
| Q1 2026 | $273K |
| Q1 2026 | $1.1M |
| Q2 2026 | $853K |
| Q2 2026 | $7.3M |
| Q2 2026 | $2.2M |
| Q2 2026 | $9.2M |
| Q2 2026 | $14.3M |
| Q2 2026 | $467K |
| Q2 2026 | $361K |
| Q2 2026 | $358K |
| Q2 2026 | $1.1M |
| Q3 2026 | $781K |
| Q3 2026 | $9M |
| Q3 2026 | $4.8M |
| Q3 2026 | $10.8M |
| Q3 2026 | $16.7M |
| Q3 2026 | $533K |
| Q3 2026 | $316K |
| Q3 2026 | $281K |
| Q3 2026 | $920K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $920K | 23.3K | — | — |
| Q3 2026 | $281K | 1.4K | — | — |
| Q3 2026 | $316K | 1.9K | — | — |
| Q3 2026 | $533K | 3.2K | — | — |
| Q3 2026 | $16.7M | 186.3K | — | — |
| Q3 2026 | $10.8M | 177.1K | — | — |
| Q3 2026 | $4.8M | 162.1K | — | — |
| Q3 2026 | $9M | 73.4K | — | — |
| Q3 2026 | $781K | 15.5K | — | — |
| Q2 2026 | $1.1M | 25.0K | — | — |
| Q2 2026 | $358K | 1.9K | — | — |
| Q2 2026 | $361K | 1.9K | — | — |
| Q2 2026 | $467K | 2.9K | — | — |
| Q2 2026 | $14.3M | 162.2K | — | — |
| Q2 2026 | $9.2M | 152.1K | — | — |
| Q2 2026 | $2.2M | 72.2K | — | — |
| Q2 2026 | $7.3M | 61.2K | — | — |
| Q2 2026 | $853K | 16.9K | — | — |
| Q1 2026 | $1.1M | 23.3K | — | — |
| Q1 2026 | $273K | 2.1K | — | — |
| Q1 2026 | $286K | 1.8K | — | — |
| Q1 2026 | $396K | 2.7K | — | — |
| Q1 2026 | $12.1M | 158.1K | — | — |
| Q1 2026 | $8.4M | 148.9K | — | — |
| Q1 2026 | $601K | 20.0K | — | — |
| Q1 2026 | $5.7M | 57.7K | — | — |
| Q1 2026 | $766K | 16.8K | — | — |
| Q4 2025 | $961K | 22.5K | — | — |
| Q4 2025 | $328K | 2.3K | — | — |
| Q4 2025 | $267K | 1.7K | — | — |
| Q4 2025 | $409K | 2.6K | — | — |
| Q4 2025 | $12.6M | 156.7K | — | — |
| Q4 2025 | $8M | 140.5K | — | — |
| Q4 2025 | $5.6M | 52.5K | — | — |
| Q4 2025 | $724K | 16.3K | — | — |
| Q3 2025 | $982K | 11.3K | — | — |
| Q3 2025 | $390K | 1.4K | — | — |
| Q3 2025 | $268K | 1.7K | — | — |
| Q3 2025 | $372K | 2.7K | — | — |
| Q3 2025 | $6.7M | 85.8K | — | — |
| Q3 2025 | $7.6M | 136.8K | — | — |
| Q3 2025 | $4.9M | 46.6K | — | — |
| Q3 2025 | $659K | 15.4K | — | — |
| Q3 2025 | $221K | 4.7K | — | — |