Independent Advisor Alliance
Position in APEI — American Public Education Inc
CIK 1696899
CHARLOTTE, NC
Position in APEI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$273,010
-$36,986 QoQ
Shares Held
5,084
-6.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 207 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APEI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Independent Advisor Alliance holds $1,888,660 across 3 Education & Training Services names. APEI ranks #3 (14.5% of the industry book) .
All Filings in APEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,010 | 5,084 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $309,996 | 5,450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $224,645 | 5,943 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $228,926 | 5,800 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||