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Golden State Wealth Management, LLC

Position in AKRE — Akre Focus ETF

CIK 1776033 SANTA ANA, CA

Position in AKRE

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$16,964
-$4,064 QoQ
Shares Held
321
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
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 $16,964 321
2025-12-31 $21,028 321