Skip to main content

Montz Harcus Wealth Management LLC

Position in AKRE — Akre Focus ETF

CIK 1918613 New Orleans, LA

Position in AKRE

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$7,936,220
-$3,097,301 QoQ
Shares Held
150,165
-10.8% QoQ
Ownership
of shares outstanding
% of Portfolio
6.65%
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 $7,936,220 150,165
2025-12-31 $11,033,521 168,425