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Disclosery

Marion Wealth Management: AKRE position timeline

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

Marion Wealth Management held 54,031 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,031 shares
    Change vs previous 13F -727 shares

    0.59% of the 13F portfolio, value $2,873,909.

    13F-HR 0001911097-26-000003 filed by Marion Wealth Management
    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 54,758 shares
    Change vs previous 13F -3,388 shares

    0.64% of the 13F portfolio, value $2,893,960.

    13F-HR 0001911097-26-000002 filed by Marion Wealth Management
    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 58,146 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,631,218.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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