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Stem shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Stem

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stem by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-06-30 $32 5 6.40

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Stem

Susquehanna International
Vanguard Group
Marshall Wace
BlackRock
Citadel Advisors
Two Sigma Investments
Geode Capital Management
Belvedere Trading
CSS
UBS Group
Point72 Asset Management
Jane Street
Millennium Management
State Street Corporation
Walleye Trading Advisors

View all funds holding Stem