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CWM, LLC

Position in FC — Franklin Covey Co

CIK 1535847 OMAHA, NE

Position in FC

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$47,401
+$38,978 QoQ
Shares Held
3,002
+498.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in FC Over Time

Shares Held

Position Value (USD)

Position in Education & Training Services

Consumer Defensive · as of Mar 31, 2026

CWM, LLC holds $5,863,364 across 21 Education & Training Services names. FC ranks #9 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in FC

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $47,401 3,002
2025-12-31 $8,423 502
2025-09-30 $38,490 1,983
2025-06-30 $24,896 1,091
2025-03-31 $19,610 710
2024-12-31 $17,098 455
2024-09-30 $37,962 923
2024-06-30 $8,132 214
2024-03-31 $274 7
2023-09-30 $33,391 778
2022-12-31 $140,310 3,000