Position in LRN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$280,883
-$8,579 QoQ
Shares Held
3,257
-0.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#272
of 409 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LRN Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $285,121 across 2 Education & Training Services names. LRN ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
This page
|
3,257 | $280,883 | |
| 2 | CVSA |
Covista Inc.
|
34 | $4,238 |
All Filings in LRN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,883 | 3,257 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $289,462 | 3,283 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $124,211 | 1,913 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $322,901 | 2,168 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $298,655 | 2,057 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $254,138 | 2,009 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||