Position in DAO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,964
-$238 QoQ
Shares Held
912
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAO Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $705,974 across 17 Education & Training Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
1,865 | $232,489 | |
| 2 | LAUR |
Laureate Education, Inc.
|
4,401 | $159,841 | |
| 3 | LINC |
Lincoln Educational Services Corp
|
2,371 | $118,311 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
330 | $47,223 | |
| 5 | COUR |
Coursera, Inc.
|
5,007 | $28,238 | |
| 6 | LRN |
Stride, Inc.
|
238 | $20,521 | |
| 7 | STRA |
Strategic Education, Inc.
|
266 | $20,376 | |
| 8 | FC |
Franklin Covey Co
|
773 | $18,960 |
All Filings in DAO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,964 | 912 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,202 | 913 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,460 | 1,153 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,915 | 1,153 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $701 | 92 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,324 | 179 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $742 | 179 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $701 | 179 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,125 | 280 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||