FC — FRANKLIN COVEY CO COM

Ownership history in EverSource Wealth Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in FRANKLIN COVEY CO COM (FC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 395 -14 -3.4% 0.00% $8K $19.41
2025 Q2 ADDED 409 +387 +1759.1% 0.00% $9K $22.82
2025 Q1 REDUCED 22 -2 -8.3% 0.00% $608 $27.62
2023 Q3 INITIATED 24 — — 0.00% $1K —
% of Fund (quarterly)    FC price (monthly, adj. close)

Other funds also holding FC

As of 2025 Q4 — sorted by position size

RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.44% SummerHaven Investment Management, LLC 3Y 0.39% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.38% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.31% GLOBEFLEX CAPITAL L P 3Y 7Y 0.1% HARBOR CAPITAL ADVISORS, INC. 3Y 0.09% ROYCE & ASSOCIATES LP 3Y 7Y 0.08% Bridge City Capital, LLC 3Y 7Y 0.07% COOPER CREEK PARTNERS MANAGEMENT LLC 3Y 7Y 0.05% Dynamic Technology Lab Private Ltd 3Y 7Y 0.05%
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