J.W. COLE ADVISORS, INC.

Position in ACN — Accenture plc

CIK 1404763 TAMPA, FL

Position in ACN

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$993,829

-$617,312 QoQ

Shares Held

5,012

-16.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

J.W. COLE ADVISORS, INC. holds $2,322,346 across 5 Information Technology Services names. ACN ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc This page	5,012	$993,829
2	BBAI	BigBear.ai Holdings, Inc.	128,120	$450,982
3	FIS	Fidelity National Information Services, Inc.	7,183	$336,954
4	TSSI	TSS, Inc.	23,330	$303,523
5	BR	Broadridge Financial Solutions, Inc.	1,459	$237,058

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$993,829	5,012	-16.5%	Shares	Sole	2026-04-23
2025-12-31	$1,611,141	6,005	-17.3%	Shares	Sole	2026-02-11
2025-09-30	$1,790,316	7,260	-50.2%	Shares	Sole	2025-11-05
2025-06-30	$4,357,218	14,578	+62.1%	Shares	Sole	2025-08-12
2025-03-31	$2,805,863	8,992	-26.6%	Shares	Sole	2025-05-05
2024-12-31	$4,308,372	12,247	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$4,318,111	12,216	+41.6%	Shares	Sole	2024-10-24
2024-06-30	$2,618,428	8,630	+139.7%	Shares	Sole	2024-08-08
2024-03-31	$1,248,142	3,601	+1.5%	Shares	Sole	2024-04-30
2023-12-31	$1,244,677	3,547	+3.9%	Shares	Sole	2024-01-31
2023-09-30	$1,048,166	3,413	+11.2%	Shares	Sole	2023-10-24
2023-06-30	$946,723	3,068	-30.2%	Shares	Sole	2023-07-27
2023-03-31	$1,256,706	4,397	+26.9%	Shares	Sole	2023-05-03
2022-12-31	$924,600	3,465	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$890,772	3,462	+2.0%	Shares	Sole	2022-10-31
2022-06-30	$942,621	3,395	-2.2%	Shares	Sole	2022-07-27
2022-03-31	$1,170,525	3,471	-16.1%	Shares	Sole	2022-06-10
2021-12-31	$1,715,822	4,139	+49.9%	Shares	Sole	2022-01-25
2021-09-30	$883,299	2,761	+4.9%	Shares	Sole	2021-10-26
2021-06-30	$775,887	2,632	+4.9%	Shares	Sole	2021-08-06
2021-03-31	$692,835	2,508	+1.4%	Shares	Sole	2021-04-28
2020-12-31	$646,233	2,474	-41.1%	Shares	Sole	2021-02-12
2020-09-30	$949,835	4,203	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.