Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
STEM holding history
Stem, Inc. in every 13F filed by Perigon Wealth Management, 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 (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −15,039−100.0% | Sold out | Holders |
| Q2 2024 | 15,039 | $16.7K | <0.1% | −74,031−83.1% | Reduced | Holders |
| Q1 2024 | 89,070 | $195.1K | <0.1% | −37,747−29.8% | Reduced | Holders |
| Q4 2023 | 126,817 | $492.1K | <0.1% | −2,283−1.8% | Reduced | Holders |
| Q3 2023 | 129,100 | $547.4K | <0.1% | +1,088+0.8% | Added | Holders |
| Q2 2023 | 128,012 | $732.2K | <0.1% | +128,012 | New | Holders |