FC — FRANKLIN COVEY

Ownership history in Wiser Advisor Group LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in FRANKLIN COVEY (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.

Peak position
0.1% (2024 Q4)
Avg. % of fund
0.06%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,812 — 0% 0.03% $30K $16.78
2025 Q3 UNCHANGED 1,812 — 0% 0.04% $35K $19.41
2025 Q1 UNCHANGED 1,812 — 0% 0.07% $50K $27.62
2024 Q4 ADDED 1,812 +907 +100.2% 0.10% $68K $37.58
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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