Position in APEI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$5,460
+$1,832 QoQ
Shares Held
96
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APEI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026True Wealth Design, LLC holds $79,395 across 16 Education & Training Services names. APEI ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
231 | $39,276 | |
| 2 | CVSA |
Covista Inc.
|
87 | $10,026 | |
| 3 | COUR |
Coursera, Inc.
|
978 | $5,691 | |
| 4 | LAUR |
Laureate Education, Inc.
|
162 | $5,644 | |
| 5 | APEI |
American Public Education Inc
This page
|
96 | $5,460 | |
| 6 | STRA |
Strategic Education, Inc.
|
58 | $4,811 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
|
49 | $2,774 | |
| 8 | UDMY |
Udemy, Inc.
|
462 | $2,134 |
All Filings in APEI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||