WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in AKRE — Akre Focus ETF
CIK 1812177
HIGHLAND PARK, IL
Position in AKRE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,943,163
New position
Shares Held
55,689
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in AKRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,943,163 | 55,689 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||