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Disclosery

Triad Investment Management: AKRE position timeline

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

Triad Investment Management held 0 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 0 shares
    Change vs previous 13F -36,586 shares

    13F-HR 0001615717-26-000007 filed by Triad Investment Management
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 36,586 shares
    Change vs previous 13F +23,239 shares

    2.15% of the 13F portfolio, value $1,946,009.

    13F-HR 0001615717-26-000005 filed by Triad Investment Management
    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/A 13,347 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $705,389.

    13F-HR/A 0001615717-26-000004 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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