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NOVARE CAPITAL MANAGEMENT LLC

Position in AKRE — Akre Focus ETF

CIK 1388409 CHARLOTTE, NC

Position in AKRE

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$386,862
-$160,212 QoQ
Shares Held
7,320
-12.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.04%
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 $386,862 7,320
2025-12-31 $547,074 8,351