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Circle Wealth Management, LLC

Position in AKRE — Akre Focus ETF

CIK 1578242 SUMMIT, NJ

Position in AKRE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,523,042
+$9,736 QoQ
Shares Held
28,634
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#55
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AKRE Over Time

Shares Held

Position Value (USD)

All Filings in AKRE

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,523,042 28,634
2026-03-31 $1,513,306 28,634
2025-12-31 $4,811,840 73,452