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Disclosery

IEQ CAPITAL, LLC: AKRE position timeline

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

IEQ CAPITAL, LLC held 81,984 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,984 shares
    Change vs previous 13F -7,114 shares

    0.02% of the 13F portfolio, value $4,360,729.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 89,098 shares
    Change vs previous 13F -1,183 shares

    0.02% of the 13F portfolio, value $4,708,829.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 90,281 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,914,308.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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