True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
STEM holding history
Stem, Inc. in every 13F filed by True Wealth Design, 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 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −5−100.0% | Sold out | Holders |
| Q2 2025 | 5 | $32 | <0.1% | −77−93.9% | ReducedConverted for a 1-for-20 split | Holders |
| Q1 2025 | 1,637 | $574 | <0.1% | +1,637 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −50−100.0% | Sold out | Holders |
| Q4 2022 | 50 | $447 | <0.1% | – | No prior filing | Holders |