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Disclosery

Parisi Gray Wealth Management: AKRE position timeline

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

Parisi Gray Wealth Management held 402,474 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,474 shares
    Change vs previous 13F -68,333 shares

    4.39% of the 13F portfolio, value $21,407,582.

    13F-HR 0001951757-26-000952 filed by Parisi Gray 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 470,807 shares
    Change vs previous 13F -78,220 shares

    5.93% of the 13F portfolio, value $24,882,132.

    13F-HR 0001951757-26-000533 filed by Parisi Gray 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 549,027 shares
    Change vs previous 13F not available

    8.17% of the 13F portfolio, value $35,966,789.

    13F-HR 0001951757-26-000026 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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