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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

STEM holding history

Stem, Inc. in every 13F filed by Wealthspire 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2022
Holdings of STEM by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−723−100.0%Sold outHolders
Q3 2025723$12.7K<0.1%+723NewHolders
Q2 20250$00.0%−719−100.0%Sold outConverted for a 1-for-20 splitHolders
Q1 202514,376$5.04K<0.1%+1,294+9.9%AddedHolders
Q4 202413,082$7.89K<0.1%00.0%UnchangedHolders
Q3 202413,082$4.56K<0.1%+2,000+18.0%AddedHolders
Q2 202411,082$12.3K<0.1%+500+4.7%AddedHolders
Q1 202410,582$23.2K<0.1%00.0%UnchangedHolders
Q4 202310,582$41.1K<0.1%00.0%UnchangedHolders
Q3 202310,582$44.9K<0.1%00.0%UnchangedHolders
Q2 202310,582$60.5K<0.1%−700−6.2%ReducedHolders
Q1 202311,282$64.0K<0.1%+1,200+11.9%AddedHolders
Q4 202210,082$90.1K<0.1%−1,635−14.0%ReducedHolders
Q3 202211,717$156.0K<0.1%+1,635+16.2%AddedHolders
Q2 202210,082$72.0K<0.1%00.0%UnchangedHolders
Q1 202210,082$111.0K<0.1%+10,082NewHolders