Skip to main content

Modern Wealth Management, LLC

Position in AKRE — Akre Focus ETF

CIK 2001900 KANSAS CITY, MO

Position in AKRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$646,045
+$103,329 QoQ
Shares Held
12,146
+18.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 55% Shared 0% None 45%

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 $646,045 12,146
2026-03-31 $542,716 10,269
2025-12-31 $816,516 12,464