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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

STEM holding history

Stem, Inc. in every 13F filed by Capital Analysts, 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
9
Since Q2 2022
Holdings of STEM by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,080−100.0%Sold outHolders
Q2 20241,080$1.00K<0.1%00.0%UnchangedHolders
Q1 20241,080$2.00K<0.1%00.0%UnchangedHolders
Q4 20231,080$4.00K<0.1%00.0%UnchangedHolders
Q3 20231,080$5.00K<0.1%−55−4.8%ReducedHolders
Q2 20231,135$6.00K<0.1%00.0%UnchangedHolders
Q1 20231,135$6.00K<0.1%+255+29.0%AddedHolders
Q4 2022880$8.00K<0.1%00.0%UnchangedHolders
Q3 2022880$12.0K<0.1%+120+15.8%AddedHolders
Q2 2022760$5.00K<0.1%+760NewHolders