Position in LRN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$124,530
New position
Shares Held
1,444
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#304
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $280,604 across 2 Education & Training Services names. LRN ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
1,252 | $156,074 | |
| 2 | LRN |
Stride, Inc.
This page
|
1,444 | $124,530 |
All Filings in LRN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,530 | 1,444 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||