Skip to content
Disclosery

SIMON QUICK ADVISORS, LLC: AKRE position timeline

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

SIMON QUICK ADVISORS, LLC held 70,412 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,412 shares
    Change vs previous 13F -16,819 shares

    0.15% of the 13F portfolio, value $3,745,214.

    13F-HR 0001692038-26-000006 filed by SIMON QUICK ADVISORS, 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 87,231 shares
    Change vs previous 13F -19,766 shares

    0.21% of the 13F portfolio, value $4,610,158.

    13F-HR 0001692038-26-000003 filed by SIMON QUICK ADVISORS, 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 106,997 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $7,009,373.

    13F-HR 0001692038-26-000001 filed by SIMON QUICK ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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