GoalVest Advisory LLC

Position in ACN — Accenture plc

CIK 1839307 NEW YORK, NY

Position in ACN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$18,292

-$25,926 QoQ

Shares Held

147

-34.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,708

of 1,875 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GoalVest Advisory LLC holds $68,268 across 5 Information Technology Services names. ACN ranks #3 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	96	$26,996
2	APLD	Applied Digital Corp.	530	$19,769
3	ACN	Accenture plc This page	147	$18,292
4	CTSH	Cognizant Technology Solutions Corp	44	$1,704
5	EPAM	EPAM Systems, Inc.	19	$1,507

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,292	147	-34.1%	Shares	Sole	2026-07-09
2026-03-31	$44,218	223	-13.6%	Shares	Sole	2026-04-13
2025-12-31	$69,221	258	+22.3%	Shares	Sole	2026-01-05
2025-09-30	$52,032	211	+90.1%	Shares	Sole	2025-10-22
2025-06-30	$33,176	111	+24.7%	Shares	Sole	2025-08-01
2025-03-31	$27,771	89	-32.1%	Shares	Sole	2025-04-07
2024-12-31	$46,084	131	+8.3%	Shares	Sole	2025-01-17
2024-09-30	$42,771	121	0.0%	Shares	Sole	2024-11-06
2024-06-30	$36,712	121	-36.6%	Shares	Sole	2024-07-30
2024-03-31	$66,202	191	-3.0%	Shares	Sole	2024-04-15
2023-12-31	$69,129	197	-50.7%	Shares	Sole	2024-01-02
2023-09-30	$122,844	400	+27.8%	Shares	Sole	2023-10-10
2023-06-30	$96,585	313	+7725.0%	Shares	Sole	2023-07-17
2023-03-31	$1,143	4	0.0%	Shares	Sole	2023-04-03
2022-12-31	$1,067	4	0.0%	Shares	Sole	2023-01-06
2022-09-30	$1,029	4	0.0%	Shares	Sole	2022-10-11
2022-06-30	$1,110	4	-90.9%	Shares	Sole	2022-07-06
2022-03-31	$14,838	44	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.