Position in FC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,960
+$15,693 QoQ
Shares Held
773
+273.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 112 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FC 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. FC ranks #8 (2.7% of the industry book) .
| # | 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
This page
|
773 | $18,960 |
All Filings in FC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,960 | 773 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,267 | 207 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $7,666 | 395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,332 | 409 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $607 | 22 | Shares | Sole | 2025-05-13 | |
| 2023-09-30 | $1,030 | 24 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||