Skip to content
Disclosery

Fourth Dimension Wealth, LLC: AKRE position timeline

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

Fourth Dimension Wealth, LLC held 2,365 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,365 shares
    Change vs previous 13F -1,250 shares

    0.04% of the 13F portfolio, value $125,794.

    13F-HR 0002056691-26-000003 filed by Fourth Dimension Wealth, 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 3,615 shares
    Change vs previous 13F -962 shares

    0.07% of the 13F portfolio, value $191,053.

    13F-HR 0002056691-26-000002 filed by Fourth Dimension Wealth, 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 4,577 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $299,840.

    13F-HR 0002056691-26-000001 filed by Fourth Dimension Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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