Position in LRN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$369,870
+$9,443 QoQ
Shares Held
4,289
+4.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 409 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRN Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $369,870 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
|
4,289 | $369,870 |
All Filings in LRN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,870 | 4,289 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $360,427 | 4,088 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $229,361 | 1,540 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $207,761 | 1,431 | Shares | Other | 2025-08-06 | |
| 2023-03-31 | $546,046 | 13,912 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||