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Disclosery

Sargent Investment Group, LLC: AKRE position timeline

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

Sargent Investment Group, LLC held 77,159 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,159 shares
    Change vs previous 13F -5,123 shares

    0.49% of the 13F portfolio, value $4,104,095.

    13F-HR 0001765380-26-000337 filed by Sargent Investment 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 82,282 shares
    Change vs previous 13F -10,519 shares

    0.57% of the 13F portfolio, value $4,348,610.

    13F-HR 0001765380-26-000194 filed by Sargent Investment 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 92,801 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,079,401.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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