Steward Partners Investment Advisory, LLC
Position in AKRE — Akre Focus ETF
CIK 1723397
STAMFORD, CT
All Filings in AKRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,605,800 | 105,392 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,781,898 | 147,245 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,209,799 | 155,851 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||