Skip to content
Disclosery

Capital Planning LLC: AKRE position timeline

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

Capital Planning LLC held 3,997 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 3,997 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $210,522.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,997 shares
    Change vs previous 13F -2,173 shares

    0.06% of the 13F portfolio, value $212,600.

    13F-HR 0001790688-26-000004 filed by Capital Planning 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 6,170 shares
    Change vs previous 13F -108,782 shares

    0.11% of the 13F portfolio, value $326,085.

    13F-HR 0001790688-26-000002 filed by Capital Planning 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 114,952 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $7,450,039.

    13F-HR 0001790688-26-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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