Avion Wealth

Position in ACN — Accenture plc

CIK 1792704 THE WOODLANDS, TX

Position in ACN

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,213

-$5,469 QoQ

Shares Held

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,765

of 1,875 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Avion Wealth holds $215,825 across 18 Information Technology Services names. ACN ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	599	$168,444
2	ACN	Accenture plc This page	66	$8,213
3	BR	Broadridge Financial Solutions, Inc.	59	$8,080
4	FIS	Fidelity National Information Services, Inc.	188	$7,309
5	IT	Gartner Inc	33	$4,277
6	CTSH	Cognizant Technology Solutions Corp	91	$3,524
7	APLD	Applied Digital Corp.	92	$3,431
8	KEEL	Keel Infrastructure Corp.	504	$2,892

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,213	66	-4.3%	Shares	Sole	2026-07-31
2026-03-31	$13,682	69	-11.5%	Shares	Sole	2026-05-01
2025-12-31	$20,927	78	+77.3%	Shares	Sole	2026-01-23
2025-09-30	$10,850	44	-34.3%	Shares	Sole	2025-10-24
2025-06-30	$20,025	67	-5.6%	Shares	Sole	2025-07-31
2025-03-31	$22,154	71	0.0%	Shares	Sole	2025-05-09
2024-12-31	$24,977	71	+7.6%	Shares	Sole	2025-01-29
2024-09-30	$23,329	66	+34.7%	Shares	Sole	2024-10-18
2024-06-30	$14,867	49	+8.9%	Shares	Sole	2024-07-26
2024-03-31	$15,597	45	+9.8%	Shares	Sole	2024-05-03
2023-12-31	$14,387	41	+7.9%	Shares	Sole	2024-01-26
2023-09-30	$10,442	38	+11.8%	Shares	Sole	2023-10-20
2023-06-30	$9,258	34	+580.0%	Shares	Sole	2023-07-14
2023-03-31	$1	5	-50.0%	Shares	Sole	2023-05-05
2020-09-30	$2,259	10	0.0%	Shares	Sole	2020-10-30
2020-06-30	$2,147	10	0.0%	Shares	Sole	2020-07-29
2020-03-31	$1,632	10	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.