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Disclosery

Fiduciary Group, LLC: AKRE position timeline

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

Fiduciary Group, LLC held 187,630 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,630 shares
    Change vs previous 13F -33,086 shares

    0.78% of the 13F portfolio, value $9,980,040.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 220,716 shares
    Change vs previous 13F -21,664 shares

    1% of the 13F portfolio, value $11,664,841.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 242,380 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $15,878,314.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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