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Compass Wealth Management, LLC/GA: AKRE position timeline

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

Compass Wealth Management, LLC/GA held 23,630 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 23,630 shares
    Change vs previous 13F -3,303 shares

    0.5% of the 13F portfolio, value $1,256,880.

    13F-HR 0001172661-26-002724 filed by Compass Wealth Management, LLC/GA
    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 26,933 shares
    Change vs previous 13F -3,619 shares

    0.61% of the 13F portfolio, value $1,423,409.

    13F-HR 0001172661-26-002021 filed by Compass Wealth Management, LLC/GA
    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 30,552 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,001,462.

    13F-HR 0001172661-26-000972 filed by Compass Wealth Management, LLC/GA
    Filed (acceptance time not in the bulk data set), ingested

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