Skip to content
Disclosery

NWAM LLC: AKRE position timeline

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

NWAM LLC held 10,543 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,543 shares
    Change vs previous 13F +3,543 shares

    0.03% of the 13F portfolio, value $560,782.

    13F-HR 0001655006-26-000005 filed by NWAM 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 7,000 shares
    Change vs previous 13F -1,500 shares

    0.02% of the 13F portfolio, value $369,950.

    13F-HR 0001655006-26-000004 filed by NWAM 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 8,500 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $556,835.

    13F-HR 0001655006-26-000001 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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