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Disclosery

Retirement Planning Group, LLC: AKRE position timeline

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

Retirement Planning Group, LLC held 23,763 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,763 shares
    Change vs previous 13F -2,210 shares

    0.03% of the 13F portfolio, value $1,263,954.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, 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 25,973 shares
    Change vs previous 13F -471 shares

    0.04% of the 13F portfolio, value $1,372,673.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, 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 26,444 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,732,346.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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