Ownership history in EverSource Wealth Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in STEM INC COM (STEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 10 | -85 | -89.5% | 0.00% | $175 | $17.52 |
| 2025 Q2 | REDUCED | 95 | -2,187 | -95.8% | 0.00% | $592 | $6.23 |
| 2025 Q1 | ADDED | 2,282 | +1,391 | +156.1% | 0.00% | $799 | $7.00 |
| 2024 Q4 | ADDED | 891 | +802 | +901.1% | 0.00% | $537 | $12.06 |
| 2024 Q2 | INITIATED | 89 | — | — | 0.00% | $109 | — |
As of 2025 Q4 — sorted by position size