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Perigon Wealth Management, LLC

Position in AKRE — Akre Focus ETF

CIK 1575239 SAN FRANCISCO, CA

Position in AKRE

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$7,808,693
-$2,599,863 QoQ
Shares Held
147,752
-7.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 1% Shared 0% None 99%

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 $7,808,693 147,752
2025-12-31 $10,408,556 158,885