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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

STEM holding history

Stem, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STEM overviewAll 13F holders of STEMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of STEM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−80−100.0%Sold outHolders
Q4 202580$1.20K<0.1%−65−44.8%ReducedHolders
Q3 2025145$2.54K<0.1%00.0%UnchangedHolders
Q2 2025145$904<0.1%−1−0.5%ReducedConverted for a 1-for-20 splitHolders
Q1 20252,915$1.02K<0.1%−85−2.8%ReducedHolders
Q4 20243,000$1.81K<0.1%+85+2.9%AddedHolders
Q3 20242,915$1.01K<0.1%00.0%UnchangedHolders
Q2 20242,915$3.24K<0.1%00.0%UnchangedHolders
Q1 20242,915$3.53K<0.1%−500−14.6%ReducedHolders
Q4 20233,415$13.3K<0.1%+1,415+70.8%AddedHolders
Q3 20232,000$8.48K<0.1%00.0%UnchangedHolders
Q2 20232,000$11.4K<0.1%+200+11.1%AddedHolders
Q1 20231,800$10.2K<0.1%+1,800NewHolders
Q2 20220$00.0%−1,425−100.0%Sold outHolders
Q1 20221,425$16.0K<0.1%00.0%UnchangedHolders
Q4 20211,425$27.0K<0.1%−100−6.6%ReducedHolders
Q3 20211,525$36.0K<0.1%00.0%UnchangedHolders
Q2 20211,525$55.0K<0.1%+1,525NewHolders