Skip to main content

BALDWIN WEALTH PARTNERS LLC/MA

Position in AKRE — Akre Focus ETF

CIK 1021258 Marion, MA

Position in AKRE

as of Mar 31, 2026 · filed Apr 14, 2026
Position Value
$1,792,989
-$456,165 QoQ
Shares Held
33,926
-1.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AKRE Over Time

Shares Held

Position Value (USD)

All Filings in AKRE

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,792,989 33,926
2025-12-31 $2,249,154 34,333