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EVERGREEN CAPITAL MANAGEMENT LLC

Position in AKRE — Akre Focus ETF

CIK 1260824 Bellevue, WA

Position in AKRE

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$392,622
-$49,767 QoQ
Shares Held
7,429
+10.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 61% Shared 0% None 39%

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 $392,622 7,429
2025-12-31 $442,389 6,753