Position in ACN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,923,965
+$2,622,216 QoQ
Shares Held
39,569
+240.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#483
of 1,879 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Derivatives in ACN
reported options exposure · as of Jun 30, 2026CallValue
$1,007,964
CallShares
8,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $24,535,950 across 11 Information Technology Services names. ACN ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
39,435 | $11,089,515 | |
| 2 | ACN |
Accenture plc
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|
39,569 | $4,923,965 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
29,212 | $3,007,959 | |
| 4 | IT |
Gartner Inc
|
13,212 | $1,712,538 | |
| 5 | PSN |
Parsons Corp
|
25,181 | $1,319,231 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
27,828 | $1,077,777 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
12,226 | $475,346 | |
| 8 | INFY |
Infosys Ltd
|
38,333 | $402,112 |
All Filings in ACN
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,007,964 | 8,100 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $4,923,965 | 39,569 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,130,253 | 5,700 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $2,301,749 | 11,608 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,448,820 | 5,400 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $3,175,062 | 11,834 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,380,960 | 5,600 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $3,077,321 | 12,479 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,258,796 | 10,903 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $567,891 | 1,900 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $1,930,279 | 6,186 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,531,693 | 4,354 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,643,682 | 4,650 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $901,734 | 2,972 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $959,069 | 2,767 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,022,551 | 2,914 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $873,113 | 2,843 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $818,354 | 2,652 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $773,973 | 2,708 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $509,397 | 1,909 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $486,297 | 1,890 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $522,537 | 1,882 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $660,296 | 1,958 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $662,865 | 1,599 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $487,238 | 1,523 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $363,476 | 1,233 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $52,763 | 191 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $84,370 | 323 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $89,492 | 396 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $122,605 | 571 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $88,813 | 544 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||