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Essex Financial Services, Inc.

Position in AKRE — Akre Focus ETF

CIK 1315785 ESSEX, CT

Position in AKRE

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$3,196,984
+$42,632 QoQ
Shares Held
60,105
+0.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#60
of 243 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 $3,196,984 60,105
2026-03-31 $3,154,352 59,685
2025-12-31 $3,662,271 55,904