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BEACON FINANCIAL PLANNING, INC: AKRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL PLANNING, INC on AKRE, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL PLANNING, INC held 34,934 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,934 shares
    Change vs previous 13F -67,583 shares

    0.63% of the 13F portfolio, value $1,858,139.

    13F-HR 0001951757-26-001104 filed by BEACON FINANCIAL PLANNING, 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 102,517 shares
    Change vs previous 13F -31,751 shares

    2.1% of the 13F portfolio, value $5,418,023.

    13F-HR 0001951757-26-000700 filed by BEACON FINANCIAL PLANNING, 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 134,268 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $8,795,897.

    13F-HR 0001951757-26-000272 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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