Position in STEM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15
-$2 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 73 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $15 across 1 Utilities - Renewable name. STEM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEM |
Stem, Inc.
This page
|
2 | $15 |
All Filings in STEM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15 | 2 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17 | 2 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $30 | 2 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $35 | 2 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12 | 2 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $14 | 40 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||