Position in COUR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$216,969
-$23,305 QoQ
Shares Held
37,280
+14.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COUR Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $1,102,076 across 5 Education & Training Services names. COUR ranks #4 (19.7% of the industry book) .
All Filings in COUR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,969 | 37,280 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $240,274 | 32,646 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $284,647 | 32,494 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,405 | 33,244 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||