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BEACON FINANCIAL PLANNING, INC

Position in AKRE — Akre Focus ETF

CIK 1966066 HYANNIS, MA

Position in AKRE

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,858,139
-$3,559,884 QoQ
Shares Held
34,934
-65.9% QoQ
Ownership
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#84
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 $1,858,139 34,934
2026-03-31 $5,418,023 102,517
2025-12-31 $8,795,896 134,268