Position in STEM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$85
-$12 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 73 holders
Holding Since
Dec 2024
7 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, 2026Dogwood Wealth Management LLC holds $85 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
|
11 | $85 |
All Filings in STEM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85 | 11 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $97 | 11 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $165 | 11 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $192 | 11 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $68 | 11 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $80 | 230 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $138 | 230 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||