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Disclosery

NBZ Investment Advisors LLC: AKRE position timeline

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

NBZ Investment Advisors LLC held 130,421 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,421 shares
    Change vs previous 13F -10,914 shares

    2.71% of the 13F portfolio, value $6,937,093.

    13F-HR 0001398344-26-014304 filed by NBZ Investment Advisors 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 141,335 shares
    Change vs previous 13F -151,970 shares

    3.27% of the 13F portfolio, value $7,469,555.

    13F-HR 0001398344-26-008218 filed by NBZ Investment Advisors 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 293,305 shares
    Change vs previous 13F not available

    8.39% of the 13F portfolio, value $19,214,411.

    13F-HR 0001398344-26-001994 filed by NBZ Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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