Outlook Wealth Advisors, LLC

Position in ACN — Accenture plc

CIK 1767151 SHENANDOAH, TX

Position in ACN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$380,288

-$211,012 QoQ

Shares Held

3,056

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,241

of 1,875 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,166,616 across 4 Information Technology Services names. ACN ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc This page	3,056	$380,288
2	IBM	International Business Machines Corp	1,102	$309,893
3	JKHY	Jack Henry & Associates Inc	1,999	$275,342
4	INFY	Infosys Ltd	19,170	$201,093

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,288	3,056	+2.5%	Shares	Sole	2026-08-03
2026-03-31	$591,300	2,982	-3.1%	Shares	Sole	2026-04-17
2025-12-31	$825,290	3,076	+52.6%	Shares	Sole	2026-02-11
2025-09-30	$497,145	2,016	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$604,654	2,023	-4.7%	Shares	Sole	2025-08-11
2024-06-30	$644,139	2,123	-2.7%	Shares	Sole	2024-07-18
2024-03-31	$755,956	2,181	-6.8%	Shares	Sole	2024-04-22
2023-12-31	$821,480	2,341	-16.9%	Shares	Sole	2024-01-29
2023-09-30	$865,435	2,818	+2.0%	Shares	Sole	2023-10-10
2023-06-30	$852,915	2,764	+0.6%	Shares	Sole	2023-07-10
2023-03-31	$785,405	2,748	+0.5%	Shares	Sole	2023-04-18
2022-12-31	$729,807	2,735	-2.1%	Shares	Sole	2023-02-14
2022-09-30	$718,896	2,794	-0.6%	Shares	Sole	2022-10-25
2022-06-30	$780,751	2,812	+0.6%	Shares	Sole	2022-07-28
2022-03-31	$942,895	2,796	-1.3%	Shares	Sole	2022-07-28
2021-12-31	$1,174,005	2,832	+2.1%	Shares	Sole	2022-01-21
2021-09-30	$887,138	2,773	-0.1%	Shares	Sole	2021-10-22
2021-06-30	$818,042	2,775	+7.3%	Shares	Sole	2021-07-21
2021-03-31	$714,382	2,586	-8.5%	Shares	Sole	2021-05-04
2020-12-31	$737,918	2,825	+1.8%	Shares	Sole	2021-02-04
2020-09-30	$627,348	2,776	+6.2%	Shares	Sole	2020-11-10
2020-06-30	$561,063	2,613	+5.7%	Shares	Sole	2020-07-17
2020-03-31	$403,741	2,473	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.