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Disclosery

TWIN FOCUS CAPITAL PARTNERS, LLC: AKRE position timeline

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

TWIN FOCUS CAPITAL PARTNERS, LLC held 0 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 0 shares
    Change vs previous 13F -46,004 shares

    13F-HR 0001172661-26-002872 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 46,004 shares
    Change vs previous 13F -1,655 shares

    0.28% of the 13F portfolio, value $2,431,311.

    13F-HR 0001172661-26-001948 filed by TWIN FOCUS CAPITAL PARTNERS, 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 47,659 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,122,141.

    13F-HR 0001172661-26-000934 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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