APEI — American Public Education Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  9 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported American Public Education Inc (APEI) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows APEI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in American Public Education Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APEI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APEI stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held APEI — position size vs. price
% of Fund (quarterly)    APEI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 216 +28 +14.9% 0.00% $12K 2026-04-13 $57.23
2025 Q4 UNCHANGED 188 — 0% 0.00% $7K 2026-01-07 $39.40
2025 Q3 UNCHANGED 188 — 0% 0.00% $7K 2025-10-22 $35.82
2025 Q2 UNCHANGED 188 — 0% 0.00% $6K 2025-07-09 $30.88
2025 Q1 ADDED 188 +129 +218.6% 0.00% $4K 2025-04-01 $22.64
2024 Q4 REDUCED 59 -66 -52.8% 0.00% $1K 2025-01-16 $21.45
2024 Q2 ADDED 125 +22 +21.4% 0.00% $2K 2024-07-02 $17.13
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APEI

As of 2026 Q1 — sorted by position size

SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.12% CWA Asset Management Group, LLC 3Y 7Y 0.08% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.03% Assenagon Asset Management S.A. 3Y 7Y 0.02% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.01% USA FINANCIAL FORMULAS 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and APEI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning APEI?

MassMutual Private Wealth & Trust, FSB reported APEI across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported APEI position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for APEI was 0.00% in 2026 Q1.

What is the latest reported APEI position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 216 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this APEI ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly APEI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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