Focus Partners Wealth: AKRE position timeline

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

Focus Partners Wealth held 285,457 AKRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 285,457 shares
Change vs previous 13F -29,976 shares
0.01% of the 13F portfolio, value $15,183,501.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 278,252 shares
- Focus Partners Advisor Solutions, LLC: 7,205 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 315,433 shares
Change vs previous 13F -8,047 shares
0.02% of the 13F portfolio, value $16,670,678.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 308,228 shares
- Focus Partners Advisor Solutions, LLC: 7,205 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 323,480 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $21,191,162.
13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Focus Partners Wealth: 312,668 shares
- Focus Partners Advisor Solutions, LLC: 10,812 shares
Acceptance time not in the bulk data set (spec §4.2).