Position in LGCY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$101,136
-$34,393 QoQ
Shares Held
8,600
-20.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 48 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LGCY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $593,779 across 16 Education & Training Services names. LGCY ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
2,485 | $214,306 | |
| 2 | APEI |
American Public Education Inc
|
2,360 | $126,732 | |
| 3 | LGCY |
Legacy Education Inc.
This page
|
8,600 | $101,136 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
1,180 | $37,760 | |
| 5 | COUR |
Coursera, Inc.
|
5,912 | $33,343 | |
| 6 | LAUR |
Laureate Education, Inc.
|
489 | $17,760 | |
| 7 | CVSA |
Covista Inc.
|
129 | $16,081 | |
| 8 | KLC |
KinderCare Learning Companies, Inc.
|
3,531 | $15,006 |
All Filings in LGCY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,136 | 8,600 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $135,529 | 10,825 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $110,306 | 10,825 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $103,595 | 10,825 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $121,023 | 10,825 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $114,182 | 15,925 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $90,064 | 10,825 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||