Strategic Investment Solutions, Inc. /IL STEM STEM INC

Ownership history in Strategic Investment Solutions, Inc. /IL  ·  13 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported STEM INC (STEM) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows STEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Investment Solutions, Inc. /IL's position in STEM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Investment Solutions, Inc. /IL held STEM — position size vs. price
% of Fund (quarterly)    STEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 25 0% 0.00% $195 2026-07-08 $6.92
2026 Q1 REDUCED 32.4% -15.4% 25 -12 -32.4% 0.00% $221 2026-05-01 $10.76
2025 Q4 UNCHANGED 37 0% 0.00% $557 2026-02-27 $10.51
2025 Q3 UNCHANGED 37 0% 0.00% $648 2025-12-03 $17.24
2025 Q2 REDUCED 95.1% +175.4% 37 -713 -95.1% 0.00% $231 2025-07-16 $8.63
2025 Q1 UNCHANGED 750 0% 0.00% $263 2025-05-09 $10.72
2024 Q4 UNCHANGED 750 0% 0.00% $453 2025-02-13 $10.76
2024 Q3 UNCHANGED 750 0% 0.00% $261 2024-10-23 $10.10
2024 Q2 ADDED 750 +184 +32.5% 0.00% $915 2024-08-30 $11.66
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STEM

As of 2026 Q2 — sorted by position size

GAMMA Investing LLC 0.0% Dogwood Wealth Management LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Strategic Investment Solutions, Inc. /IL and STEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Investment Solutions, Inc. /IL reported owning STEM?

Strategic Investment Solutions, Inc. /IL reported STEM across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported STEM position in Strategic Investment Solutions, Inc. /IL's portfolio?

The largest reported portfolio weight for STEM was 0.00% in 2024 Q2.

What is the latest reported STEM position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Investment Solutions, Inc. /IL reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $195.

What does the chart on this STEM ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL's quarterly STEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Investment Solutions, Inc. /IL time their STEM position?

Based on 13F filing dates vs. subsequent STEM price moves, Strategic Investment Solutions, Inc. /IL correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on STEM relative to SPY over the holding period was -63.8%.

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