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Stem shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Stem (STEM) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Stem

Tip: Access up to 7 years of quarterly data

All positions including Stem held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stem by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $97 11 8.82
2025-12-31 $165 11 15.09
2025-09-30 $193 11 17.55
2025-06-30 $99 11 9.00

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Stem

Susquehanna International
Vanguard Group
Vanguard Capital Management
Two Sigma Investments
Marshall Wace
BlackRock
GSA Capital Partners
Geode Capital Management
Trexquant Investment
CSS
Bridgeway Capital Management
UBS Group
Bnp Paribas Arbitrage, Snc
Vanguard Fiduciary Trust
Morgan Stanley

View all funds holding Stem