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Disclosery

IHT Wealth Management, LLC: AKRE position timeline

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

IHT Wealth Management, LLC held 5,042 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,042 shares
    Change vs previous 13F -14,460 shares

    0.01% of the 13F portfolio, value $268,184.

    13F-HR 0001104659-26-096531 filed by IHT Wealth Management, 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 19,502 shares
    Change vs previous 13F -43,759 shares

    0.02% of the 13F portfolio, value $1,030,681.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, 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 63,261 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,144,225.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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