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Intelligent Financial Strategies

Position in AKRE — Akre Focus ETF

CIK 1911000 EXCELSIOR, MN

Position in AKRE

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$149,037
-$333,902 QoQ
Shares Held
2,820
-61.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $149,037 2,820
2025-12-31 $482,939 7,372