Position in ACN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,138,874
+$14,244 QoQ
Shares Held
33,260
+59.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#516
of 1,875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,178,462 across 6 Information Technology Services names. ACN ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
45,648 | $12,836,674 | |
| 2 | ACN |
Accenture plc
This page
|
33,260 | $4,138,874 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
2,900 | $399,446 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
3,430 | $353,187 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,150 | $294,442 | |
| 6 | INFY |
Infosys Ltd
|
14,856 | $155,839 |
All Filings in ACN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,138,874 | 33,260 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,124,630 | 20,801 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,362,695 | 5,079 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,539,770 | 6,244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,625,322 | 15,475 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $4,633,794 | 14,850 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $4,572,214 | 12,997 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $5,797,778 | 16,402 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $6,152,244 | 20,277 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $5,290,655 | 15,264 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $5,479,810 | 15,616 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,677,899 | 15,232 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,155,338 | 13,466 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,322,304 | 15,123 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,733,207 | 17,738 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,010,660 | 19,474 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,775,580 | 17,200 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,034,843 | 14,930 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,236,904 | 15,045 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,943,723 | 15,453 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,539,766 | 15,400 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,261,457 | 19,046 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,817,757 | 18,444 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,153,018 | 18,377 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,738,704 | 17,412 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,826,357 | 17,312 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||