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Disclosery

Summit Trail Advisors, LLC: AKRE position timeline

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

Summit Trail Advisors, LLC held 85,585 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 85,585 shares
    Change vs previous 13F -27,769 shares

    0.06% of the 13F portfolio, value $4,552,266.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 113,354 shares
    Change vs previous 13F -163,124 shares

    0.09% of the 13F portfolio, value $5,990,759.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 276,478 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $18,112,074.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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