Position in LRN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,078,384
-$4,984 QoQ
Shares Held
24,100
+2.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#131
of 409 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRN Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Evergreen Wealth Management, LLC holds $2,078,384 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
|
24,100 | $2,078,384 |
All Filings in LRN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,078,384 | 24,100 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,083,368 | 23,629 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||