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Apollon Wealth Management, LLC: AKRE position timeline

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

Apollon Wealth Management, LLC held 17,912 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,912 shares
    Change vs previous 13F -6,198 shares

    0.01% of the 13F portfolio, value $952,735.

    13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 12,089 shares
    • Apollon Financial, LLC: 5,823 shares

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

  2. period ended2026-03-31
    13F 24,110 shares
    Change vs previous 13F -3,102 shares

    0.02% of the 13F portfolio, value $1,274,209.

    13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 16,873 shares
    • Apollon Financial, LLC: 7,237 shares

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

  3. period ended2025-12-31
    13F 27,212 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,782,649.

    13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 18,575 shares
    • Apollon Financial, LLC: 8,637 shares

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