Position in LOPE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,881
-$2,611 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 442 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026MATHER GROUP, LLC. holds $43,643 across 4 Education & Training Services names. LOPE ranks #2 (31.8% of the industry book) .
All Filings in LOPE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,881 | 97 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,492 | 97 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $28,976 | 132 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $22,838 | 132 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,052 | 98 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,901 | 98 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $18,188 | 130 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $20,431 | 150 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||