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Rockbridge Investment Management, LCC

Position in AKRE — Akre Focus ETF

CIK 1821984 Syracuse, NY

Position in AKRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,317,460
+$21,206 QoQ
Shares Held
62,370
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
3.49%
of 13F equity value
Holder Rank
#42
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 $3,317,460 62,370
2026-03-31 $3,296,254 62,370
2025-12-31 $4,085,858 62,370