Back to STT-PG
WealthPlan Investment Management, LLC → STT-PG
WealthPlan Investment Management, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
117
Latest value
$2.4M
Q3 2026
Peak value
$28.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15K |
| Q3 2025 | $456K |
| Q3 2025 | $16K |
| Q3 2025 | $421K |
| Q3 2025 | $8.3M |
| Q3 2025 | $319K |
| Q3 2025 | $21.3M |
| Q3 2025 | $833K |
| Q3 2025 | $92K |
| Q3 2025 | $2.1M |
| Q3 2025 | $710K |
| Q3 2025 | $1.1M |
| Q3 2025 | $383 |
| Q3 2025 | $554K |
| Q3 2025 | $28.7M |
| Q3 2025 | $3.8M |
| Q3 2025 | $569K |
| Q3 2025 | $223K |
| Q3 2025 | $319K |
| Q3 2025 | $1.1M |
| Q4 2025 | $15K |
| Q4 2025 | $456K |
| Q4 2025 | $437K |
| Q4 2025 | $16K |
| Q4 2025 | $8.3M |
| Q4 2025 | $476K |
| Q4 2025 | $848K |
| Q4 2025 | $22.8M |
| Q4 2025 | $95K |
| Q4 2025 | $2M |
| Q4 2025 | $707K |
| Q4 2025 | $1.1M |
| Q4 2025 | $538K |
| Q4 2025 | $402 |
| Q4 2025 | $27.7M |
| Q4 2025 | $3.6M |
| Q4 2025 | $560K |
| Q4 2025 | $322K |
| Q4 2025 | $318K |
| Q4 2025 | $1.5M |
| Q1 2026 | $16K |
| Q1 2026 | $457K |
| Q1 2026 | $16K |
| Q1 2026 | $453K |
| Q1 2026 | $372K |
| Q1 2026 | $403K |
| Q1 2026 | $5.7M |
| Q1 2026 | $2M |
| Q1 2026 | $895K |
| Q1 2026 | $23.4M |
| Q1 2026 | $1.9M |
| Q1 2026 | $92K |
| Q1 2026 | $457K |
| Q1 2026 | $542K |
| Q1 2026 | $1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $466 |
| Q1 2026 | $506K |
| Q1 2026 | $242K |
| Q1 2026 | $10.5M |
| Q1 2026 | $3.1M |
| Q1 2026 | $606K |
| Q1 2026 | $2.3M |
| Q1 2026 | $332K |
| Q1 2026 | $2M |
| Q1 2026 | $303K |
| Q2 2026 | $521K |
| Q2 2026 | $17K |
| Q2 2026 | $574K |
| Q2 2026 | $18K |
| Q2 2026 | $459K |
| Q2 2026 | $463K |
| Q2 2026 | $5.9M |
| Q2 2026 | $1.7M |
| Q2 2026 | $877K |
| Q2 2026 | $24.4M |
| Q2 2026 | $2.3M |
| Q2 2026 | $106K |
| Q2 2026 | $499K |
| Q2 2026 | $470K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $516 |
| Q2 2026 | $509K |
| Q2 2026 | $244K |
| Q2 2026 | $6.5M |
| Q2 2026 | $3.2M |
| Q2 2026 | $657K |
| Q2 2026 | $1.9M |
| Q2 2026 | $380K |
| Q2 2026 | $2.9M |
| Q2 2026 | $237K |
| Q3 2026 | $533K |
| Q3 2026 | $17K |
| Q3 2026 | $590K |
| Q3 2026 | $18K |
| Q3 2026 | $418K |
| Q3 2026 | $440K |
| Q3 2026 | $5M |
| Q3 2026 | $1.7M |
| Q3 2026 | $985K |
| Q3 2026 | $24.8M |
| Q3 2026 | $306K |
| Q3 2026 | $2.2M |
| Q3 2026 | $85K |
| Q3 2026 | $466K |
| Q3 2026 | $433K |
| Q3 2026 | $1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $497 |
| Q3 2026 | $494K |
| Q3 2026 | $6.6M |
| Q3 2026 | $2.8M |
| Q3 2026 | $646K |
| Q3 2026 | $945K |
| Q3 2026 | $342K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 12.4K | — | — |
| Q3 2026 | $342K | 2.1K | — | — |
| Q3 2026 | $945K | 15.4K | — | — |
| Q3 2026 | $646K | 14.2K | — | — |
| Q3 2026 | $2.8M | 62.0K | — | — |
| Q3 2026 | $6.6M | 72.3K | — | — |
| Q3 2026 | $494K | 21.9K | — | — |
| Q3 2026 | $497 | 22 | — | — |
| Q3 2026 | $1.6M | 18.2K | — | — |
| Q3 2026 | $1M | 16.4K | — | — |
| Q3 2026 | $433K | 4.9K | — | — |
| Q3 2026 | $466K | 4.5K | — | — |
| Q3 2026 | $85K | 925 | — | — |
| Q3 2026 | $2.2M | 23.6K | — | — |
| Q3 2026 | $306K | 11.2K | — | — |
| Q3 2026 | $24.8M | 1.02M | — | — |
| Q3 2026 | $985K | 40.5K | — | — |
| Q3 2026 | $1.7M | 27.2K | — | — |
| Q3 2026 | $5M | 41.0K | — | — |
| Q3 2026 | $440K | 4.3K | — | — |
| Q3 2026 | $418K | 3.9K | — | — |
| Q3 2026 | $18K | 352 | — | — |
| Q3 2026 | $590K | 11.8K | — | — |
| Q3 2026 | $17K | 331 | — | — |
| Q3 2026 | $533K | 10.3K | — | — |
| Q2 2026 | $237K | 5.2K | — | — |
| Q2 2026 | $2.9M | 15.0K | — | — |
| Q2 2026 | $380K | 2.1K | — | — |
| Q2 2026 | $1.9M | 35.6K | — | — |
| Q2 2026 | $657K | 13.8K | — | — |
| Q2 2026 | $3.2M | 66.0K | — | — |
| Q2 2026 | $6.5M | 71.2K | — | — |
| Q2 2026 | $244K | 2.5K | — | — |
| Q2 2026 | $509K | 21.7K | — | — |
| Q2 2026 | $516 | 22 | — | — |
| Q2 2026 | $1.6M | 18.4K | — | — |
| Q2 2026 | $1.2M | 17.3K | — | — |
| Q2 2026 | $470K | 5.0K | — | — |
| Q2 2026 | $499K | 4.5K | — | — |
| Q2 2026 | $106K | 1.2K | — | — |
| Q2 2026 | $2.3M | 25.0K | — | — |
| Q2 2026 | $24.4M | 955.7K | — | — |
| Q2 2026 | $877K | 34.4K | — | — |
| Q2 2026 | $1.7M | 28.7K | — | — |
| Q2 2026 | $5.9M | 49.2K | — | — |
| Q2 2026 | $463K | 4.2K | — | — |
| Q2 2026 | $459K | 3.9K | — | — |
| Q2 2026 | $18K | 352 | — | — |
| Q2 2026 | $574K | 11.4K | — | — |
| Q2 2026 | $17K | 331 | — | — |
| Q2 2026 | $521K | 10.1K | — | — |
| Q1 2026 | $303K | 6.6K | — | — |
| Q1 2026 | $2M | 15.1K | — | — |
| Q1 2026 | $332K | 2.1K | — | — |
| Q1 2026 | $2.3M | 37.7K | — | — |
| Q1 2026 | $606K | 13.3K | — | — |
| Q1 2026 | $3.1M | 67.4K | — | — |
| Q1 2026 | $10.5M | 114.7K | — | — |
| Q1 2026 | $242K | 2.5K | — | — |
| Q1 2026 | $506K | 21.7K | — | — |
| Q1 2026 | $466 | 20 | — | — |
| Q1 2026 | $1.3M | 17.4K | — | — |
| Q1 2026 | $1M | 17.3K | — | — |
| Q1 2026 | $542K | 6.4K | — | — |
| Q1 2026 | $457K | 4.8K | — | — |
| Q1 2026 | $92K | 1.2K | — | — |
| Q1 2026 | $1.9M | 24.7K | — | — |
| Q1 2026 | $23.4M | 913.1K | — | — |
| Q1 2026 | $895K | 34.9K | — | — |
| Q1 2026 | $2M | 35.6K | — | — |
| Q1 2026 | $5.7M | 58.6K | — | — |
| Q1 2026 | $403K | 4.3K | — | — |
| Q1 2026 | $372K | 3.9K | — | — |
| Q1 2026 | $453K | 9.9K | — | — |
| Q1 2026 | $16K | 360 | — | — |
| Q1 2026 | $457K | 9.7K | — | — |
| Q1 2026 | $16K | 331 | — | — |
| Q4 2025 | $1.5M | 10.6K | — | — |
| Q4 2025 | $318K | 2.1K | — | — |
| Q4 2025 | $322K | 7.2K | — | — |
| Q4 2025 | $560K | 13.0K | — | — |
| Q4 2025 | $3.6M | 83.5K | — | — |
| Q4 2025 | $27.7M | 303.0K | — | — |
| Q4 2025 | $402 | 17 | — | — |
| Q4 2025 | $538K | 22.7K | — | — |
| Q4 2025 | $1.1M | 13.4K | — | — |
| Q4 2025 | $707K | 12.2K | — | — |
| Q4 2025 | $2M | 24.2K | — | — |
| Q4 2025 | $95K | 1.1K | — | — |
| Q4 2025 | $22.8M | 885.1K | — | — |
| Q4 2025 | $848K | 32.9K | — | — |
| Q4 2025 | $476K | 8.4K | — | — |
| Q4 2025 | $8.3M | 77.6K | — | — |
| Q4 2025 | $16K | 360 | — | — |
| Q4 2025 | $437K | 9.8K | — | — |
| Q4 2025 | $456K | 9.7K | — | — |
| Q4 2025 | $15K | 331 | — | — |
| Q3 2025 | $1.1M | 3.8K | — | — |
| Q3 2025 | $319K | 2.1K | — | — |
| Q3 2025 | $223K | 2.5K | — | — |
| Q3 2025 | $569K | 12.9K | — | — |
| Q3 2025 | $3.8M | 85.5K | — | — |
| Q3 2025 | $28.7M | 312.3K | — | — |
| Q3 2025 | $554K | 23.2K | — | — |
| Q3 2025 | $383 | 16 | — | — |
| Q3 2025 | $1.1M | 13.9K | — | — |
| Q3 2025 | $710K | 12.4K | — | — |
| Q3 2025 | $2.1M | 26.0K | — | — |
| Q3 2025 | $92K | 1.1K | — | — |
| Q3 2025 | $833K | 32.2K | — | — |
| Q3 2025 | $21.3M | 825.6K | — | — |
| Q3 2025 | $319K | 5.8K | — | — |
| Q3 2025 | $8.3M | 79.3K | — | — |
| Q3 2025 | $421K | 9.8K | — | — |
| Q3 2025 | $16K | 363 | — | — |
| Q3 2025 | $456K | 9.7K | — | — |
| Q3 2025 | $15K | 331 | — | — |