Position in LRN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$948
+$169 QoQ
Shares Held
11
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 409 holders
Holding Since
Dec 2020
22 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, 2026Clearstead Advisors, LLC holds $90,127 across 15 Education & Training Services names. LRN ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
3,803 | $36,394 | |
| 2 | EDU |
New Oriental Education & Technology Group Inc.
|
274 | $12,579 | |
| 3 | COUR |
Coursera, Inc.
|
1,835 | $10,349 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
65 | $9,302 | |
| 5 | CVSA |
Covista Inc.
|
68 | $8,476 | |
| 6 | LAUR |
Laureate Education, Inc.
|
142 | $5,157 | |
| 7 | CHGG |
Chegg, Inc
|
3,061 | $3,091 | |
| 8 | STRA |
Strategic Education, Inc.
|
31 | $2,375 |
All Filings in LRN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948 | 11 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $779 | 12 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,510 | 37 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,842 | 116 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,746 | 164 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,235 | 60 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,118 | 60 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,230 | 60 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,783 | 60 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,562 | 60 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,701 | 60 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,233 | 60 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,355 | 60 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,876 | 60 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,521 | 60 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,039 | 50 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,816 | 50 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,666 | 50 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,797 | 50 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,606 | 50 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,505 | 50 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,061 | 50 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||