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Kestra Advisory Services, LLC: AKRE position timeline

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

Kestra Advisory Services, LLC held 135,976 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 135,976 shares
    Change vs previous 13F -23,674 shares

    0.02% of the 13F portfolio, value $7,232,563.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,743 shares
    • Kestra Advisory Services, LLC: 113,233 shares

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

  2. period ended2026-03-31
    13F 159,650 shares
    Change vs previous 13F +384 shares

    0.02% of the 13F portfolio, value $8,437,503.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,661 shares
    • Kestra Advisory Services, LLC: 131,989 shares

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

  3. period ended2025-12-31
    13F 159,266 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,433,516.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,251 shares
    • Kestra Advisory Services, LLC: 128,015 shares

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