Position in LOPE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,700
-$105,736 QoQ
Shares Held
10
-98.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
6 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 Mar 31, 2026Clearstead Advisors, LLC holds $14,433 across 3 Education & Training Services names. LOPE ranks #3 (11.8% of the industry book) .
All Filings in LOPE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,700 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $107,436 | 646 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $53,123 | 242 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $46,872 | 248 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,211 | 7 | Shares | Sole | 2025-05-13 | |
| 2021-09-30 | $19,878 | 226 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||