Position in ACN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$292,807
-$169,605 QoQ
Shares Held
2,353
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,354
of 1,875 holders
Holding Since
Dec 2022
15 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, 2026Accurate Wealth Management, LLC holds $3,207,221 across 3 Information Technology Services names. ACN ranks #2 (9.1% of the industry book) .
All Filings in ACN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,807 | 2,353 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $462,412 | 2,332 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,031,613 | 3,845 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $898,363 | 3,643 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,016,823 | 3,402 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $723,308 | 2,318 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $644,831 | 1,833 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $604,097 | 1,709 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $571,927 | 1,885 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $638,109 | 1,841 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $790,951 | 2,254 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $685,469 | 2,232 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $635,674 | 2,060 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $605,059 | 2,117 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $485,381 | 1,819 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||