EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
STEM holding history
Stem, Inc. in every 13F filed by EverSource Wealth 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
- 5
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −10−100.0% | Sold out | Holders |
| Q3 2025 | 10 | $175 | <0.1% | −85−89.5% | Reduced | Holders |
| Q2 2025 | 95 | $592 | <0.1% | −19−16.7% | ReducedConverted for a 1-for-20 split | Holders |
| Q1 2025 | 2,282 | $799 | <0.1% | +1,391+156.1% | Added | Holders |
| Q4 2024 | 891 | $537 | <0.1% | +891 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −89−100.0% | Sold out | Holders |
| Q2 2024 | 89 | $109 | <0.1% | +89 | New | Holders |