Back to STT-PG
Wheelhouse Advisory Group LLC → STT-PG
Wheelhouse Advisory Group LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
5
Latest value
$6.6M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.2M |
| Q4 2025 | $6.1M |
| Q1 2026 | $6.5M |
| Q2 2026 | $6.7M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 71.8K | — | — |
| Q2 2026 | $6.7M | 72.8K | — | — |
| Q1 2026 | $6.5M | 70.5K | — | — |
| Q4 2025 | $6.1M | 67.0K | — | — |
| Q3 2025 | $6.2M | 67.2K | — | — |