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BEACON FINANCIAL PLANNING, INC

Position in AKRE — Akre Focus ETF

CIK 1966066 HYANNIS, MA

Position in AKRE

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$5,418,023
-$3,377,873 QoQ
Shares Held
102,517
-23.6% QoQ
Ownership
of shares outstanding
% of Portfolio
5.72%
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 $5,418,023 102,517
2025-12-31 $8,795,896 134,268