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Disclosery

Clearstead Advisors, LLC: AKRE position timeline

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

Clearstead Advisors, LLC held 10,653 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 10,653 shares
    Change vs previous 13F -30,694 shares

    0.01% of the 13F portfolio, value $566,634.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 ended2026-03-31
    13F 41,347 shares
    Change vs previous 13F -6,546 shares

    0.02% of the 13F portfolio, value $2,185,190.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 47,893 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,137,471.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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