Position in APEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,673,405
+$811,019 QoQ
Shares Held
105,650
+23.6% QoQ
Ownership
0.577%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#35
of 208 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in APEI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026CSM Advisors, LLC holds $6,877,246 across 2 Education & Training Services names. APEI ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APEI |
American Public Education Inc
This page
|
105,650 | $5,673,405 | |
| 2 | CVSA |
Covista Inc.
|
9,657 | $1,203,841 |
All Filings in APEI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,673,405 | 105,650 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,862,386 | 85,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,242,101 | 218,045 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,593,803 | 217,730 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,723,131 | 220,720 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||