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Concurrent Investment Advisors, LLC

Position in AKRE — Akre Focus ETF

CIK 2001015 Tampa, FL

Position in AKRE

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$681,025
-$1,245,231 QoQ
Shares Held
12,886
-56.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
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 $681,025 12,886
2025-12-31 $1,926,256 29,404