American Public Education, Inc.
MX ˙ BMV ˙ US02913V1035
SecurityMX:APEI / American Public Education, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership305 shares
Latest Disclosed Value $ 17,349
EverSource Wealth Advisors, LLC reports 110.34% increase in ownership of APEI / American Public Education, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 305 shares of American Public Education, Inc. (MX:APEI) valued at $17,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 145 shares of American Public Education, Inc.. This represents a change in shares of 110.34% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 AMERICAN PUB ED INC COM Stock 02913V103 305 160 110.34 17 240.00 0.0001
2026-05-14 2026-03-31 13F AMERICAN PUB ED INC COM Stock 02913V103 698 553 285 0.0087
2026-02-06 2025-12-31 13F AMERICAN PUB ED INC COM Stock 02913V103 145 0 0.00 5 0.00 0.0002
2025-11-10 2025-09-30 13F AMERICAN PUB ED INC COM Stock 02913V103 145 51 54.26 6 150.00 0.0002
2025-08-13 2025-06-30 13F AMERICAN PUB ED INC COM Stock 02913V103 94 50 113.64 3 0.0001
2025-05-13 2025-03-31 13F AMERICAN PUB ED INC COM Stock 02913V103 44 32 266.67 1 0.0001
2025-02-10 2024-12-31 13F AMERICAN PUB ED INC COM Stock 02913V103 12 12 0 0.0000
2022-08-01 2022-06-30 13F AMERICAN PUB ED INC COM Stock 02913V103 0 -76 -100.00 0 -100.00
2022-05-25 2022-03-31 13F AMERICAN PUB ED INC COM Stock 02913V103 76 -422 -84.74 2 -81.82 0.0005
2022-02-17 2021-12-31 13F/A-1 AMERICAN PUB ED INC COM Stock 02913V103 498 498 11 0.0031
2022-02-07 2021-12-31 13F AMERICAN PUB ED INC COM Stock 02913V103 498 498 11 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.