Skip to main content

Heritage Wealth Advisors

Position in AKRE — Akre Focus ETF

CIK 1591122 RICHMOND, VA

Position in AKRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$44,466
-$22,917 QoQ
Shares Held
836
-34.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
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 $44,466 836
2026-03-31 $67,383 1,275
2025-12-31 $83,525 1,275