Skip to main content

RM Financial Services, LLC

Position in AKRE — Akre Focus ETF

CIK 2109852 FALMOUTH, ME

Position in AKRE

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$2,072,176
-$48,958 QoQ
Shares Held
38,958
-2.9% QoQ
Ownership
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#80
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 $2,072,176 38,958
2026-03-31 $2,121,134 40,135
2025-12-31 $1,714,593 26,173