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CSM Advisors, LLC: APEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on APEI, newest first. How the timeline and the estimate are built.

CSM Advisors, LLC held 105,650 APEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,650 shares
    Change vs previous 13F +20,165 shares

    0.12% of the 13F portfolio, value $5,671,000.

    13F-HR 0001863523-26-000003 filed by CSM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,485 shares
    Change vs previous 13F -132,560 shares

    0.12% of the 13F portfolio, value $4,860,000.

    13F-HR 0001863523-26-000002 filed by CSM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 218,045 shares
    Change vs previous 13F +315 shares

    0.22% of the 13F portfolio, value $8,243,000.

    13F-HR 0001863523-26-000001 filed by CSM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 217,730 shares
    Change vs previous 13F -2,990 shares

    0.24% of the 13F portfolio, value $8,592,000.

    13F-HR 0001863523-25-000010 filed by CSM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 220,720 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,723,000.

    13F-HR 0001863523-25-000009 filed by CSM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).