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Stem shares owned by Creative Planning

Quarter-by-quarter ownership of Stem (STEM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Stem

Tip: Access up to 7 years of quarterly data

All positions including Stem held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stem by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $186k 48k 3.88
2023-09-30 $121k 29k 4.24
2023-06-30 $124k 22k 5.72

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Stem

Vanguard Group
Bnp Paribas Investment Partners
Goldman Sachs Group
Wellington Management Company
Rock Point Advisors
Bank of New York Mellon
Nomura Holdings
Citadel Advisors
OZ Management
Lido Advisors
Charles Schwab Investment Management
Rockefeller Capital Management
Citigroup
Bank of America Corporation
Credit Suisse

View all funds holding Stem