Back to STT-PG
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC → STT-PG
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
57
Latest value
$212K
Q3 2026
Peak value
$12.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q3 2025 | $371K |
| Q3 2025 | $428K |
| Q3 2025 | $367K |
| Q3 2025 | $770K |
| Q3 2025 | $10.8M |
| Q3 2025 | $372K |
| Q3 2025 | $599K |
| Q3 2025 | $572K |
| Q3 2025 | $202K |
| Q3 2025 | $249K |
| Q3 2025 | $227K |
| Q4 2025 | $4M |
| Q4 2025 | $407K |
| Q4 2025 | $454K |
| Q4 2025 | $403K |
| Q4 2025 | $757K |
| Q4 2025 | $10.9M |
| Q4 2025 | $404K |
| Q4 2025 | $587K |
| Q4 2025 | $383K |
| Q1 2026 | $4M |
| Q1 2026 | $477K |
| Q1 2026 | $424K |
| Q1 2026 | $523K |
| Q1 2026 | $420K |
| Q1 2026 | $743K |
| Q1 2026 | $10.5M |
| Q1 2026 | $418K |
| Q1 2026 | $699K |
| Q1 2026 | $376K |
| Q1 2026 | $201K |
| Q1 2026 | $203K |
| Q2 2026 | $4.5M |
| Q2 2026 | $455K |
| Q2 2026 | $518K |
| Q2 2026 | $437K |
| Q2 2026 | $746K |
| Q2 2026 | $12.3M |
| Q2 2026 | $437K |
| Q2 2026 | $519K |
| Q2 2026 | $473K |
| Q2 2026 | $413K |
| Q2 2026 | $229K |
| Q2 2026 | $234K |
| Q3 2026 | $3.9M |
| Q3 2026 | $321K |
| Q3 2026 | $387K |
| Q3 2026 | $322K |
| Q3 2026 | $604K |
| Q3 2026 | $10.6M |
| Q3 2026 | $342K |
| Q3 2026 | $561K |
| Q3 2026 | $681K |
| Q3 2026 | $416K |
| Q3 2026 | $204K |
| Q3 2026 | $212K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $212K | 4.0K | — | — |
| Q3 2026 | $204K | 1.9K | — | — |
| Q3 2026 | $416K | 2.5K | — | — |
| Q3 2026 | $681K | 7.4K | — | — |
| Q3 2026 | $561K | 6.1K | — | — |
| Q3 2026 | $342K | 15.2K | — | — |
| Q3 2026 | $10.6M | 118.3K | — | — |
| Q3 2026 | $604K | 24.8K | — | — |
| Q3 2026 | $322K | 10.9K | — | — |
| Q3 2026 | $387K | 18.8K | — | — |
| Q3 2026 | $321K | 9.9K | — | — |
| Q3 2026 | $3.9M | 75.2K | — | — |
| Q2 2026 | $234K | 4.4K | — | — |
| Q2 2026 | $229K | 2.0K | — | — |
| Q2 2026 | $413K | 2.6K | — | — |
| Q2 2026 | $473K | 5.2K | — | — |
| Q2 2026 | $519K | 5.4K | — | — |
| Q2 2026 | $437K | 18.6K | — | — |
| Q2 2026 | $12.3M | 139.5K | — | — |
| Q2 2026 | $746K | 29.0K | — | — |
| Q2 2026 | $437K | 14.6K | — | — |
| Q2 2026 | $518K | 24.8K | — | — |
| Q2 2026 | $455K | 13.6K | — | — |
| Q2 2026 | $4.5M | 87.5K | — | — |
| Q1 2026 | $203K | 4.1K | — | — |
| Q1 2026 | $201K | 1.8K | — | — |
| Q1 2026 | $376K | 2.6K | — | — |
| Q1 2026 | $699K | 7.6K | — | — |
| Q1 2026 | $418K | 17.9K | — | — |
| Q1 2026 | $10.5M | 137.8K | — | — |
| Q1 2026 | $743K | 28.6K | — | — |
| Q1 2026 | $420K | 14.0K | — | — |
| Q1 2026 | $523K | 25.3K | — | — |
| Q1 2026 | $424K | 12.6K | — | — |
| Q1 2026 | $477K | 15.4K | — | — |
| Q1 2026 | $4M | 86.3K | — | — |
| Q4 2025 | $383K | 2.5K | — | — |
| Q4 2025 | $587K | 6.4K | — | — |
| Q4 2025 | $404K | 17.1K | — | — |
| Q4 2025 | $10.9M | 135.6K | — | — |
| Q4 2025 | $757K | 29.2K | — | — |
| Q4 2025 | $403K | 13.4K | — | — |
| Q4 2025 | $454K | 21.2K | — | — |
| Q4 2025 | $407K | 12.0K | — | — |
| Q4 2025 | $4M | 86.0K | — | — |
| Q3 2025 | $227K | 4.2K | — | — |
| Q3 2025 | $249K | 1.0K | — | — |
| Q3 2025 | $202K | 1.5K | — | — |
| Q3 2025 | $572K | 6.2K | — | — |
| Q3 2025 | $599K | 6.1K | — | — |
| Q3 2025 | $372K | 15.5K | — | — |
| Q3 2025 | $10.8M | 137.8K | — | — |
| Q3 2025 | $770K | 29.3K | — | — |
| Q3 2025 | $367K | 12.1K | — | — |
| Q3 2025 | $428K | 20.0K | — | — |
| Q3 2025 | $371K | 11.0K | — | — |
| Q3 2025 | $4.2M | 89.3K | — | — |