Back to STT-PG
Upper Left Wealth Management, LLC → STT-PG
Upper Left Wealth Management, LLC STT-PG Position History
State Street Corporation
Quarters held
40
Latest value
$1.8M
Q3 2026
Peak value
$34.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1M |
| Q3 2025 | $801K |
| Q3 2025 | $546K |
| Q3 2025 | $5.5M |
| Q3 2025 | $8.8M |
| Q3 2025 | $4.4M |
| Q4 2025 | $3.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $802K |
| Q4 2025 | $541K |
| Q4 2025 | $6M |
| Q4 2025 | $9.7M |
| Q4 2025 | $4.8M |
| Q1 2026 | $3M |
| Q1 2026 | $1M |
| Q1 2026 | $1M |
| Q1 2026 | $694K |
| Q1 2026 | $578K |
| Q1 2026 | $6.9M |
| Q1 2026 | $9.2M |
| Q1 2026 | $5M |
| Q2 2026 | $3.4M |
| Q2 2026 | $344K |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $748K |
| Q2 2026 | $734K |
| Q2 2026 | $6.6M |
| Q2 2026 | $10.6M |
| Q2 2026 | $5.3M |
| Q3 2026 | $963K |
| Q3 2026 | $1.1M |
| Q3 2026 | $847K |
| Q3 2026 | $745K |
| Q3 2026 | $3.2M |
| Q3 2026 | $34.1M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 19.6K | — | — |
| Q3 2026 | $34.1M | 380.2K | — | — |
| Q3 2026 | $3.2M | 149.5K | — | — |
| Q3 2026 | $745K | 14.8K | — | — |
| Q3 2026 | $847K | 33.4K | — | — |
| Q3 2026 | $1.1M | 21.5K | — | — |
| Q3 2026 | $963K | 14.3K | — | — |
| Q2 2026 | $5.3M | 58.2K | — | — |
| Q2 2026 | $10.6M | 121.1K | — | — |
| Q2 2026 | $6.6M | 306.7K | — | — |
| Q2 2026 | $734K | 35.1K | — | — |
| Q2 2026 | $748K | 14.8K | — | — |
| Q2 2026 | $1.2M | 45.5K | — | — |
| Q2 2026 | $1.1M | 21.9K | — | — |
| Q2 2026 | $344K | 4.0K | — | — |
| Q2 2026 | $3.4M | 49.7K | — | — |
| Q1 2026 | $5M | 54.9K | — | — |
| Q1 2026 | $9.2M | 120.5K | — | — |
| Q1 2026 | $6.9M | 312.5K | — | — |
| Q1 2026 | $578K | 28.0K | — | — |
| Q1 2026 | $694K | 15.2K | — | — |
| Q1 2026 | $1M | 38.2K | — | — |
| Q1 2026 | $1M | 22.3K | — | — |
| Q1 2026 | $3M | 48.3K | — | — |
| Q4 2025 | $4.8M | 52.1K | — | — |
| Q4 2025 | $9.7M | 120.4K | — | — |
| Q4 2025 | $6M | 266.8K | — | — |
| Q4 2025 | $541K | 25.3K | — | — |
| Q4 2025 | $802K | 18.1K | — | — |
| Q4 2025 | $1.1M | 39.7K | — | — |
| Q4 2025 | $1.1M | 23.4K | — | — |
| Q4 2025 | $3.1M | 48.3K | — | — |
| Q3 2025 | $4.4M | 48.0K | — | — |
| Q3 2025 | $8.8M | 112.1K | — | — |
| Q3 2025 | $5.5M | 239.2K | — | — |
| Q3 2025 | $546K | 25.6K | — | — |
| Q3 2025 | $801K | 18.7K | — | — |
| Q3 2025 | $1M | 37.5K | — | — |
| Q3 2025 | $1.1M | 23.5K | — | — |
| Q3 2025 | $2.9M | 46.7K | — | — |