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Ascension Capital Advisors, Inc.: AKRE position timeline

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

Ascension Capital Advisors, Inc. held 682,811 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 682,811 shares
    Change vs previous 13F -1,799 shares

    10.2% of the 13F portfolio, value $36,318,717.

    13F-HR 0001689227-26-000004 filed by Ascension Capital Advisors, Inc.
    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 684,610 shares
    Change vs previous 13F +73,116 shares

    11.39% of the 13F portfolio, value $36,181,639.

    13F-HR 0001689227-26-000003 filed by Ascension Capital Advisors, Inc.
    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 611,494 shares
    Change vs previous 13F not available

    13.74% of the 13F portfolio, value $40,058,972.

    13F-HR 0001689227-26-000001 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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