Position in ACN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$63,713
-$43,165 QoQ
Shares Held
512
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,600
of 1,875 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,429,489 across 7 Information Technology Services names. ACN ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,652 | $1,308,188 | |
| 2 | ACN |
Accenture plc
This page
|
512 | $63,713 | |
| 3 | APLD |
Applied Digital Corp.
|
1,000 | $37,300 | |
| 4 | EXLS |
ExlService Holdings, Inc.
|
350 | $9,051 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
76 | $7,825 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
231 | $2,612 | |
| 7 | VYX |
NCR Voyix Corp
|
98 | $800 |
All Filings in ACN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,713 | 512 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $106,878 | 539 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $144,613 | 539 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $132,917 | 539 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $163,791 | 548 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $97,356 | 312 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $33,068 | 94 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,934 | 96 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $31,251 | 103 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $47,832 | 138 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $48,425 | 138 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $42,381 | 138 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $47,521 | 154 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $46,015 | 161 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $42,961 | 161 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $43,226 | 168 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $46,645 | 168 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $60,026 | 178 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $73,789 | 178 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $56,945 | 178 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $53,356 | 181 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $24,586 | 89 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $65,302 | 250 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||