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FORBES J M & CO LLP: AKRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on AKRE, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 16,558 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,558 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $880,720.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 16,558 shares
    Change vs previous 13F -3,654 shares

    0.07% of the 13F portfolio, value $875,090.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 20,212 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,324,088.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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