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Disclosery

Modera Wealth Management, LLC: AKRE position timeline

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

Modera Wealth Management, LLC held 85,695 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,695 shares
    Change vs previous 13F -1,080 shares

    0.05% of the 13F portfolio, value $4,558,118.

    13F-HR 0001398344-26-013292 filed by Modera 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 86,775 shares
    Change vs previous 13F -4,347 shares

    0.05% of the 13F portfolio, value $4,586,059.

    13F-HR 0001398344-26-008552 filed by Modera 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 91,122 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,969,403.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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