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Disclosery

Affiance Financial, LLC: AKRE position timeline

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

Affiance Financial, LLC held 370,045 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,045 shares
    Change vs previous 13F -2,269 shares

    2.83% of the 13F portfolio, value $19,682,694.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 372,314 shares
    Change vs previous 13F -284,344 shares

    3.19% of the 13F portfolio, value $19,676,795.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 656,658 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $43,017,666.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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