Position in TAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,616
-$10,815 QoQ
Shares Held
1,423
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 235 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAL 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. TAL ranks #10 (1.9% 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 TAL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,616 | 1,423 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,431 | 2,149 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,472 | 960 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,678 | 775 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,826 | 668 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,667 | 1,186 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,825 | 4,873 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $60,807 | 5,136 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $48,195 | 4,517 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,456 | 2,331 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,995 | 158 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,439 | 158 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $518 | 87 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $6,302 | 894 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,110 | 832 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,051 | 832 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,504 | 832 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,491 | 634 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||