Position in APEI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,155
-$305 QoQ
Shares Held
96
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#191
of 207 holders
Holding Since
Sep 2024
8 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, 2026True Wealth Design, LLC holds $40,520 across 13 Education & Training Services names. APEI ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
89 | $11,094 | |
| 2 | STRA |
Strategic Education, Inc.
|
90 | $6,895 | |
| 3 | LAUR |
Laureate Education, Inc.
|
174 | $6,319 | |
| 4 | APEI |
American Public Education Inc
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|
96 | $5,155 | |
| 5 | KLC |
KinderCare Learning Companies, Inc.
|
664 | $2,822 | |
| 6 | EDU |
New Oriental Education & Technology Group Inc.
|
58 | $2,662 | |
| 7 | COUR |
Coursera, Inc.
|
435 | $2,453 | |
| 8 | LOPE |
Grand Canyon Education, Inc.
|
10 | $1,431 |
All Filings in APEI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,155 | 96 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,460 | 96 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,628 | 96 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,789 | 96 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,218 | 40 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $892 | 40 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $862 | 40 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,374 | 161 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||