Skip to main content

Vertex Planning Partners, LLC

Position in AKRE — Akre Focus ETF

CIK 1942341 DOWNERS GROVE, IL

Position in AKRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,395,011
+$18,795 QoQ
Shares Held
63,828
-0.1% QoQ
Ownership
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#40
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 $3,395,011 63,828
2026-03-31 $3,376,216 63,883
2025-12-31 $4,192,377 63,996