Heritage Wealth Advisors

Position in ACN — Accenture plc

CIK 1591122 RICHMOND, VA

Position in ACN

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

Position Value

$51,767

-$26,954 QoQ

Shares Held

416

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,616

of 1,875 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,659,397 across 5 Information Technology Services names. ACN ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	4,661	$1,310,719
2	BR	Broadridge Financial Solutions, Inc.	2,130	$291,703
3	ACN	Accenture plc This page	416	$51,767
4	IT	Gartner Inc	36	$4,666
5	KD	Kyndryl Holdings, Inc.	48	$542

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,767	416	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$78,721	397	-18.6%	Shares	Sole	2026-05-14
2025-12-31	$130,930	488	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$120,587	489	-30.8%	Shares	Sole	2025-11-13
2025-06-30	$211,315	707	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$220,300	706	-33.7%	Shares	Sole	2025-05-08
2024-12-31	$374,656	1,065	-2.8%	Shares	Sole	2025-02-12
2024-09-30	$387,414	1,096	+3.9%	Shares	Sole	2024-11-12
2024-06-30	$320,097	1,055	-6.3%	Shares	Sole	2024-12-12
2024-03-31	$390,282	1,126	0.0%	Shares	Sole	2024-12-12
2023-12-31	$395,124	1,126	+0.1%	Shares	Sole	2024-12-12
2023-09-30	$345,498	1,125	0.0%	Shares	Sole	2024-12-12
2023-06-30	$347,152	1,125	-0.9%	Shares	Sole	2024-12-12
2023-03-31	$324,394	1,135	+10.5%	Shares	Sole	2023-05-04
2022-12-31	$274,044	1,027	+24.5%	Shares	Sole	2024-12-12
2022-09-30	$212,272	825	0.0%	Shares	Sole	2024-12-12
2022-06-30	$229,061	825	0.0%	Shares	Sole	2022-08-04
2022-03-31	$278,214	825	0.0%	Shares	Sole	2022-05-11
2021-12-31	$342,003	825	-22.5%	Shares	Sole	2022-03-28
2021-09-30	$340,394	1,064	0.0%	Shares	Sole	2021-11-02
2021-06-30	$313,656	1,064	-69.9%	Shares	Sole	2021-08-09
2021-03-31	$976,267	3,534	-64.0%	Shares	Sole	2021-04-27
2020-12-31	$2,564,298	9,817	+4007.5%	Shares	Sole	2021-02-01
2020-09-30	$54,011	239	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.