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Disclosery

Allworth Financial LP: AKRE position timeline

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

Allworth Financial LP held 113,828 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,828 shares
    Change vs previous 13F -87,516 shares

    0.03% of the 13F portfolio, value $6,054,512.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 201,344 shares
    Change vs previous 13F -33,448 shares

    0.04% of the 13F portfolio, value $10,641,031.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 234,792 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,381,224.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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