EverSource Wealth Advisors, LLC
Position in PXED — Phoenix Education Partners, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PXED
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,674
+$1,110 QoQ
Shares Held
51
+183.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 12 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PXED Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $705,974 across 17 Education & Training Services names. PXED ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
1,865 | $232,489 | |
| 2 | LAUR |
Laureate Education, Inc.
|
4,401 | $159,841 | |
| 3 | LINC |
Lincoln Educational Services Corp
|
2,371 | $118,311 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
330 | $47,223 | |
| 5 | COUR |
Coursera, Inc.
|
5,007 | $28,238 | |
| 6 | LRN |
Stride, Inc.
|
238 | $20,521 | |
| 7 | STRA |
Strategic Education, Inc.
|
266 | $20,376 | |
| 8 | FC |
Franklin Covey Co
|
773 | $18,960 |
All Filings in PXED
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674 | 51 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $564 | 18 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||