Integrated Wealth Concepts LLC

Position in LRN — Stride, Inc.

CIK 1737109 WALTHAM, MA

Position in LRN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,419,713

+$1,198,734 QoQ

Shares Held

16,102

+958.0% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $2,280,500 across 5 Education & Training Services names. LRN ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRN	Stride, Inc. This page	16,102	$1,419,713
2	LGCY	Legacy Education Inc.	30,378	$380,332
3	LAUR	Laureate Education, Inc.	5,923	$206,357
4	LOPE	Grand Canyon Education, Inc.	1,206	$205,056
5	COUR	Coursera, Inc.	11,863	$69,042

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,419,713	16,102	+958.0%	Shares	Other	2026-05-15
2025-06-30	$220,979	1,522	—	Shares	Other	2025-08-14
No filing history on record for this holder in this stock.