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LGT Financial Advisors LLC

Position in AKRE — Akre Focus ETF

CIK 1965191 DALLAS, TX

Position in AKRE

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$131,596
-$31,523 QoQ
Shares Held
2,490
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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 $131,596 2,490
2025-12-31 $163,119 2,490