Position in LOPE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$982,307
-$212,493 QoQ
Shares Held
6,864
-2.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#194
of 439 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $1,602,022 across 3 Education & Training Services names. LOPE ranks #1 (61.3% of the industry book) .
All Filings in LOPE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,307 | 6,864 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,194,800 | 7,027 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,191,943 | 7,167 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,549,372 | 7,058 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,422,603 | 7,527 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,312,183 | 7,584 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,351,677 | 8,252 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||