Position in LRN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$90,552
-$1,056 QoQ
Shares Held
1,050
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 409 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $394,972 across 10 Education & Training Services names. LRN ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
This page
|
1,050 | $90,552 | |
| 2 | CVSA |
Covista Inc.
|
719 | $89,630 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,433 | $52,046 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
1,384 | $44,288 | |
| 5 | UTI |
Universal Technical Institute Inc
|
772 | $33,018 | |
| 6 | COUR |
Coursera, Inc.
|
5,220 | $29,440 | |
| 7 | STRA |
Strategic Education, Inc.
|
384 | $29,422 | |
| 8 | TAL |
TAL Education Group
|
1,445 | $13,828 |
All Filings in LRN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,552 | 1,050 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $91,608 | 1,039 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $63,761 | 982 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||