WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in ACN — Accenture plc

CIK 1812177 HIGHLAND PARK, IL

Back to ACN Full portfolio

Position in ACN

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,141,114

-$619,304 QoQ

Shares Held

9,170

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#863

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, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $7,329,216 across 4 Information Technology Services names. ACN ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	G	Genpact LTD	103,485	$2,845,837
2	CTSH	Cognizant Technology Solutions Corp	55,431	$2,146,842
3	IBM	International Business Machines Corp	4,251	$1,195,423
4	ACN	Accenture plc This page	9,170	$1,141,114

All Filings in ACN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,141,114	9,170	+3.3%	Shares	Sole	2026-07-20
2026-03-31	$1,760,418	8,878	+3.6%	Shares	Sole	2026-04-30
2025-12-31	$2,298,257	8,566	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$2,093,634	8,490	-3.7%	Shares	Sole	2025-11-12
2025-06-30	$2,634,715	8,815	-4.5%	Shares	Sole	2025-08-12
2025-03-31	$2,880,441	9,231	-1.9%	Shares	Sole	2025-05-08
2024-12-31	$3,311,751	9,414	-18.1%	Shares	Sole	2025-02-12
2024-09-30	$4,060,778	11,488	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$3,487,697	11,495	-1.7%	Shares	Sole	2024-08-12
2024-03-31	$4,051,524	11,689	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$4,119,683	11,740	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$3,595,643	11,708	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$3,595,882	11,653	+1.3%	Shares	Sole	2023-08-11
2023-03-31	$3,289,101	11,508	+7.5%	Shares	Sole	2023-05-12
2022-12-31	$2,857,589	10,709	+1.0%	Shares	Sole	2023-02-14
2022-09-30	$2,727,894	10,602	+3.2%	Shares	Sole	2022-11-01
2022-06-30	$2,852,298	10,273	+3.9%	Shares	Sole	2022-08-09
2022-03-31	$3,333,181	9,884	+2.1%	Shares	Sole	2022-05-13
2021-12-31	$4,014,087	9,683	-2.6%	Shares	Sole	2022-02-10
2021-09-30	$3,179,364	9,938	+1.6%	Shares	Sole	2021-11-15
2021-06-30	$2,884,225	9,784	+1.1%	Shares	Sole	2021-08-16
2021-03-31	$2,673,547	9,678	+2.2%	Shares	Sole	2021-05-17
2020-12-31	$2,474,442	9,473	+1.5%	Shares	Sole	2021-02-19
2020-09-30	$2,110,068	9,337	+1.6%	Shares	Sole	2020-11-13
2020-06-30	$1,973,276	9,190	+588.4%	Shares	Sole	2020-08-18
2020-03-31	$217,952	1,335	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.