Back to STT-PG
TrueWealth Advisors, LLC → STT-PG
TrueWealth Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
50
Latest value
$549K
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $2.4M |
| Q3 2025 | $2.1M |
| Q3 2025 | $3.9M |
| Q3 2025 | $338K |
| Q3 2025 | $759K |
| Q3 2025 | $298K |
| Q3 2025 | $667K |
| Q3 2025 | $634K |
| Q4 2025 | $1.8M |
| Q4 2025 | $5.9M |
| Q4 2025 | $1.8M |
| Q4 2025 | $2.1M |
| Q4 2025 | $4M |
| Q4 2025 | $371K |
| Q4 2025 | $755K |
| Q4 2025 | $298K |
| Q4 2025 | $669K |
| Q4 2025 | $601K |
| Q1 2026 | $1.6M |
| Q1 2026 | $11.6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $2M |
| Q1 2026 | $680K |
| Q1 2026 | $312K |
| Q1 2026 | $1M |
| Q1 2026 | $303K |
| Q1 2026 | $642K |
| Q1 2026 | $628K |
| Q2 2026 | $1.6M |
| Q2 2026 | $13.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $2.3M |
| Q2 2026 | $626K |
| Q2 2026 | $327K |
| Q2 2026 | $934K |
| Q2 2026 | $339K |
| Q2 2026 | $914K |
| Q2 2026 | $631K |
| Q3 2026 | $1.5M |
| Q3 2026 | $13.9M |
| Q3 2026 | $1.3M |
| Q3 2026 | $13.7M |
| Q3 2026 | $530K |
| Q3 2026 | $352K |
| Q3 2026 | $1.1M |
| Q3 2026 | $203K |
| Q3 2026 | $309K |
| Q3 2026 | $9.6M |
| Q3 2026 | $549K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $549K | 13.9K | — | — |
| Q3 2026 | $9.6M | 49.0K | — | — |
| Q3 2026 | $309K | 1.9K | — | — |
| Q3 2026 | $203K | 3.8K | — | — |
| Q3 2026 | $1.1M | 18.3K | — | — |
| Q3 2026 | $352K | 2.1K | — | — |
| Q3 2026 | $530K | 21.8K | — | — |
| Q3 2026 | $13.7M | 153.1K | — | — |
| Q3 2026 | $1.3M | 54.0K | — | — |
| Q3 2026 | $13.9M | 227.1K | — | — |
| Q3 2026 | $1.5M | 45.0K | — | — |
| Q2 2026 | $631K | 13.9K | — | — |
| Q2 2026 | $914K | 4.8K | — | — |
| Q2 2026 | $339K | 1.8K | — | — |
| Q2 2026 | $934K | 17.6K | — | — |
| Q2 2026 | $327K | 2.1K | — | — |
| Q2 2026 | $626K | 25.0K | — | — |
| Q2 2026 | $2.3M | 25.8K | — | — |
| Q2 2026 | $1.6M | 62.7K | — | — |
| Q2 2026 | $13.2M | 217.9K | — | — |
| Q2 2026 | $1.6M | 47.4K | — | — |
| Q1 2026 | $628K | 13.7K | — | — |
| Q1 2026 | $642K | 4.8K | — | — |
| Q1 2026 | $303K | 1.9K | — | — |
| Q1 2026 | $1M | 16.7K | — | — |
| Q1 2026 | $312K | 2.1K | — | — |
| Q1 2026 | $680K | 27.2K | — | — |
| Q1 2026 | $2M | 25.9K | — | — |
| Q1 2026 | $1.6M | 62.9K | — | — |
| Q1 2026 | $11.6M | 204.7K | — | — |
| Q1 2026 | $1.6M | 47.5K | — | — |
| Q4 2025 | $601K | 14.1K | — | — |
| Q4 2025 | $669K | 4.6K | — | — |
| Q4 2025 | $298K | 1.9K | — | — |
| Q4 2025 | $755K | 16.9K | — | — |
| Q4 2025 | $371K | 2.4K | — | — |
| Q4 2025 | $4M | 158.1K | — | — |
| Q4 2025 | $2.1M | 26.6K | — | — |
| Q4 2025 | $1.8M | 70.0K | — | — |
| Q4 2025 | $5.9M | 104.2K | — | — |
| Q4 2025 | $1.8M | 52.9K | — | — |
| Q3 2025 | $634K | 7.3K | — | — |
| Q3 2025 | $667K | 2.4K | — | — |
| Q3 2025 | $298K | 1.9K | — | — |
| Q3 2025 | $759K | 8.5K | — | — |
| Q3 2025 | $338K | 2.4K | — | — |
| Q3 2025 | $3.9M | 150.4K | — | — |
| Q3 2025 | $2.1M | 26.2K | — | — |
| Q3 2025 | $2.4M | 93.5K | — | — |
| Q3 2025 | $2M | 57.8K | — | — |