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Integrated Wealth Concepts LLC

Position in AKRE — Akre Focus ETF

CIK 1737109 WALTHAM, MA

Position in AKRE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$793,275
+$275,081 QoQ
Shares Held
14,914
+52.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
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 $793,275 14,914
2026-03-31 $518,194 9,805
2025-12-31 $615,007 9,388