Skip to content
Disclosery

Capital Planning Advisors, LLC: AKRE position timeline

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

Capital Planning Advisors, LLC held 5,440 AKRE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,440 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $287,504.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,440 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $356,374.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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