B. Riley Wealth Advisors, Inc.

Position in ACN — Accenture plc

CIK 1464811 MEMPHIS, TN

Position in ACN

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$294,922

-$329,294 QoQ

Shares Held

2,370

-24.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#103

of 178 holders

Holding Since

Mar 2020

25 quarters on record

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

Technology · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $12,172,359 across 4 Information Technology Services names. ACN ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	32,127	$9,034,433
2	APLD	Applied Digital Corp.	74,934	$2,795,038
3	ACN	Accenture plc This page	2,370	$294,922
4	BBAI	BigBear.ai Holdings, Inc.	13,070	$47,966

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,922	2,370	-24.7%	Shares	Sole	2026-07-14
2026-03-31	$624,216	3,148	+27.8%	Shares	Sole	2026-04-27
2025-12-31	$660,822	2,463	-6.3%	Shares	Sole	2026-02-17
2025-09-30	$648,064	2,628	-25.6%	Shares	Sole	2025-10-31
2025-06-30	$1,055,081	3,530	-74.8%	Shares	Sole	2025-08-19
2024-12-31	$4,918,375	13,981	-5.5%	Shares	Sole	2025-02-25
2024-09-30	$5,228,676	14,792	-3.0%	Shares	Sole	2024-12-13
2024-06-30	$4,625,788	15,246	+31.8%	Shares	Sole	2024-08-19
2024-03-31	$4,010,277	11,570	+31.4%	Shares	Sole	2024-05-16
2023-12-31	$3,088,709	8,802	-23.9%	Shares	Sole	2024-03-15
2023-09-30	$3,553,262	11,570	+5.0%	Shares	Sole	2023-12-01
2023-06-30	$3,400,243	11,019	+2.6%	Shares	Sole	2023-07-27
2023-03-31	$3,068,741	10,737	-6.6%	Shares	Sole	2023-05-17
2022-12-31	$3,068,393	11,499	-9.3%	Shares	Sole	2023-03-15
2022-09-30	$3,260,504	12,672	+36.1%	Shares	Other	2022-11-22
2022-06-30	$2,586,030	9,314	-44.7%	Shares	Other	2022-08-12
2022-03-31	$5,682,660	16,851	+36.3%	Shares	Other	2022-05-02
2021-12-31	$5,126,739	12,367	+0.3%	Shares	Other	2022-01-28
2021-09-30	$3,946,533	12,336	+19.0%	Shares	Other	2021-11-16
2021-06-30	$3,056,087	10,367	+0.1%	Shares	Other	2021-08-10
2021-03-31	$2,860,015	10,353	+8.6%	Shares	Other	2021-05-13
2020-12-31	$2,489,852	9,532	-11.4%	Shares	Other	2021-02-04
2020-09-30	$2,432,555	10,764	+9.0%	Shares	Other	2020-11-09
2020-06-30	$2,119,929	9,873	+1.1%	Shares	Other	2020-07-31
2020-03-31	$1,594,396	9,766	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.