Position in LOPE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,324,363
+$63,068 QoQ
Shares Held
7,789
+2.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $5,310,877 across 5 Education & Training Services names. LOPE ranks #2 (24.9% of the industry book) .
All Filings in LOPE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,324,363 | 7,789 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,261,295 | 7,584 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,421,392 | 6,475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,211,490 | 6,410 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,101,445 | 6,366 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,002,947 | 6,123 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $928,691 | 6,547 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $979,509 | 7,001 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,037,102 | 7,614 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,074,937 | 8,141 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,018,258 | 8,712 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $937,972 | 9,088 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,119,978 | 9,833 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,064,947 | 10,079 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $787,626 | 9,576 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $894,239 | 9,494 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $896,033 | 9,227 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $745,162 | 8,694 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $865,878 | 9,844 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $885,664 | 9,844 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $1,641,715 | 17,632 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,249,941 | 15,636 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||