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Disclosery

S.A. Mason LLC: AKRE position timeline

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

S.A. Mason LLC held 40,916 AKRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,916 shares
    Change vs previous 13F -4,434 shares

    0.63% of the 13F portfolio, value $2,155,046.

    13F-HR 0001800911-26-000004 filed by S.A. Mason LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,350 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $2,412,167.

    13F-HR 0001800911-26-000003 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 45,350 shares
    Change vs previous 13F +141 shares

    0.9% of the 13F portfolio, value $2,396,748.

    13F-HR 0001800911-26-000002 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,209 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,961,642.

    13F-HR 0001800911-26-000001 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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