Position in LRN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,330
New position
Shares Held
85
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $7,330 across 1 Education & Training Services name. LRN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
This page
|
85 | $7,330 |
All Filings in LRN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,330 | 85 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||