Position in STEM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$54
-$7 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 73 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $54 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
|
7 | $54 |
All Filings in STEM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54 | 7 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $61 | 7 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $105 | 7 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $122 | 7 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $43 | 7 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $52 | 150 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||