Position in TAL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$52,012
+$2,257 QoQ
Shares Held
5,435
+24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 235 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAL Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $52,012 across 1 Education & Training Services name. TAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
This page
|
5,435 | $52,012 |
All Filings in TAL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,012 | 5,435 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $49,755 | 4,376 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||