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Disclosery

Perigon Wealth Management, LLC: AKRE position timeline

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

Perigon Wealth Management, LLC held 134,133 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,133 shares
    Change vs previous 13F -13,619 shares

    0.11% of the 13F portfolio, value $7,134,534.

    13F-HR 0001951757-26-001189 filed by Perigon 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 147,752 shares
    Change vs previous 13F -11,133 shares

    0.14% of the 13F portfolio, value $7,808,693.

    13F-HR 0001951757-26-000567 filed by Perigon 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 158,885 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,408,556.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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