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Disclosery

Lighthouse Wealth Management Inc.: AKRE position timeline

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

Lighthouse Wealth Management Inc. held 139,196 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,196 shares
    Change vs previous 13F -20,768 shares

    4.6% of the 13F portfolio, value $7,403,809.

    13F-HR 0002042810-26-000003 filed by Lighthouse Wealth Management Inc.
    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 159,964 shares
    Change vs previous 13F -117,990 shares

    5.74% of the 13F portfolio, value $8,454,097.

    13F-HR 0002042810-26-000002 filed by Lighthouse Wealth Management Inc.
    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 277,954 shares
    Change vs previous 13F not available

    12.44% of the 13F portfolio, value $18,208,767.

    13F-HR 0002042810-26-000001 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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