Position in ACN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$871
-$517 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,856
of 1,875 holders
Holding Since
Mar 2020
18 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, 2026Center for Financial Planning, Inc. holds $1,229,680 across 8 Information Technology Services names. ACN ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,124 | $878,500 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
3,980 | $154,742 | |
| 3 | CACI |
Caci International Inc /De/
|
225 | $104,233 | |
| 4 | APLD |
Applied Digital Corp.
|
2,375 | $88,587 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
231 | $2,612 | |
| 6 | ACN |
Accenture plc
This page
|
7 | $871 | |
| 7 | DXC |
DXC Technology Co
|
12 | $106 | |
| 8 | CNDT |
CONDUENT Inc
|
20 | $29 |
All Filings in ACN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871 | 7 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,388 | 7 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,878 | 7 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,726 | 7 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,092 | 7 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,184 | 7 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,462 | 7 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,474 | 7 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,123 | 7 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,278 | 21 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $4,011 | 13 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $3,735 | 14 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,748 | 34 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $240,337 | 870 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $227,252 | 870 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $196,611 | 870 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $186,806 | 870 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,836 | 97 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||