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ARS Wealth Advisors Group, LLC: AKRE position timeline

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

ARS Wealth Advisors Group, LLC held 14,377 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,377 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $764,687.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors Group, 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 14,377 shares
    Change vs previous 13F -1,892 shares

    0.06% of the 13F portfolio, value $759,799.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors Group, 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 16,269 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,065,782.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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