Position in TAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$57
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 235 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,671,769 across 20 Education & Training Services names. TAL ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
15,778 | $1,360,694 | |
| 2 | LGCY |
Legacy Education Inc.
|
60,756 | $714,490 | |
| 3 | LAUR |
Laureate Education, Inc.
|
5,500 | $199,760 | |
| 4 | CVSA |
Covista Inc.
|
1,027 | $128,025 | |
| 5 | STRA |
Strategic Education, Inc.
|
716 | $54,859 | |
| 6 | APEI |
American Public Education Inc
|
876 | $47,041 | |
| 7 | LOPE |
Grand Canyon Education, Inc.
|
326 | $46,653 | |
| 8 | COUR |
Coursera, Inc.
|
7,361 | $41,516 |
All Filings in TAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57 | 6 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||