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Disclosery

Blue Trust, Inc.: AKRE position timeline

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

Blue Trust, Inc. held 3,972 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,972 shares
    Change vs previous 13F +1,845 shares

    <0.01% of the 13F portfolio, value $211,271.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 2,127 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $112,412.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 2,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $144,319.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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