Ascentis Independent Advisors

Position in ACN — Accenture plc

CIK 1845003 DALLAS, TX

Position in ACN

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$110,841

-$581,641 QoQ

Shares Held

559

-78.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Ascentis Independent Advisors holds $8,344,253 across 18 Information Technology Services names. ACN ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	27,639	$6,699,410
2	LDOS	Leidos Holdings, Inc.	6,451	$1,003,256
3	APLD	Applied Digital Corp.	20,154	$478,454
4	ACN	Accenture plc This page	559	$110,841
5	BR	Broadridge Financial Solutions, Inc.	138	$22,422
6	IT	Gartner Inc	38	$6,016
7	FIS	Fidelity National Information Services, Inc.	126	$5,910
8	EPAM	EPAM Systems, Inc.	25	$3,385

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$110,841	559	-78.3%	Shares	Sole	2026-04-28
2025-12-31	$692,482	2,581	+43.7%	Shares	Sole	2026-01-29
2025-09-30	$442,893	1,796	-9.8%	Shares	Sole	2025-10-21
2025-06-30	$595,089	1,991	-9.0%	Shares	Sole	2025-07-14
2025-03-31	$683,055	2,189	-11.8%	Shares	Sole	2025-04-23
2024-12-31	$873,142	2,482	+48.7%	Shares	Sole	2025-01-24
2024-09-30	$589,903	1,669	-50.5%	Shares	Sole	2024-10-29
2024-06-30	$1,023,401	3,373	+10.3%	Shares	Sole	2024-07-29
2023-12-31	$1,073,433	3,059	+29.7%	Shares	Sole	2024-02-02
2023-09-30	$724,165	2,358	-7.2%	Shares	Sole	2023-10-20
2023-06-30	$784,101	2,541	+11.9%	Shares	Sole	2023-07-19
2023-03-31	$648,788	2,270	—	Shares	Sole	2023-06-01
No filing history on record for this holder in this stock.