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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: AKRE position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 30,960 AKRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,960 shares
    Change vs previous 13F -978 shares

    0.11% of the 13F portfolio, value $1,630,663.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,938 shares
    Change vs previous 13F -1,988 shares

    0.11% of the 13F portfolio, value $1,698,782.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,926 shares
    Change vs previous 13F -407 shares

    0.13% of the 13F portfolio, value $1,792,989.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,333 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,249,155.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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