Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- Latest filing
- Jul 24, 2026
STEM holding history
Stem, Inc. in every 13F filed by Avidian Wealth Solutions, 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 (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −141,301−100.0% | Sold out | Holders |
| Q1 2022 | 141,301 | $1.56M | 0.1% | +14,602+11.5% | Added | Holders |
| Q4 2021 | 126,699 | $2.40M | 0.2% | +26,855+26.9% | Added | Holders |
| Q3 2021 | 99,844 | $2.38M | 0.2% | +10,785+12.1% | Added | Holders |
| Q2 2021 | 89,059 | $3.21M | 0.2% | +89,059 | New | Holders |