Position in ACN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$621,577
-$134,701 QoQ
Shares Held
4,995
+31.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#344
of 762 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $22,347,748 across 23 Information Technology Services names. ACN ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
75,695 | $21,286,190 | |
| 2 | ACN |
Accenture plc
This page
|
4,995 | $621,577 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
1,587 | $218,593 | |
| 4 | APLD |
Applied Digital Corp.
|
1,211 | $45,170 | |
| 5 | WYFI |
WhiteFiber, Inc.
|
1,000 | $38,850 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
226 | $30,950 | |
| 7 | CACI |
Caci International Inc /De/
|
54 | $25,016 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
199 | $20,491 |
All Filings in ACN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,577 | 4,995 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $756,278 | 3,814 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $135,223 | 504 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $165,961 | 673 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,822,504 | 12,789 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $143,226 | 459 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $153,028 | 435 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $142,098 | 402 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $187,507 | 618 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,907,650 | 14,159 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,773,779 | 13,604 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,818,298 | 12,433 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,730,423 | 12,089 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,344,548 | 11,702 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,817,296 | 10,558 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,444,864 | 9,502 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,292,278 | 8,256 | Shares | Sole | 2022-07-22 | |
| 2021-06-30 | $2,358 | 8 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,210 | 8 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||