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Capital Advisors Wealth Management, LLC: AKRE position timeline

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

Capital Advisors Wealth Management, LLC held 16,659 AKRE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,659 shares
    Change vs previous 13F -146 shares

    0.1% of the 13F portfolio, value $877,430.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,805 shares
    Change vs previous 13F -2,310 shares

    0.11% of the 13F portfolio, value $893,858.

    13F-HR 0001824700-26-000004 filed by Capital Advisors Wealth Management, LLC
    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 19,115 shares
    Change vs previous 13F -12,171 shares

    0.14% of the 13F portfolio, value $1,010,228.

    13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, LLC
    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 31,286 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,049,546.

    13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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