Position in ACN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$953,832
-$133,193 QoQ
Shares Held
7,665
+39.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#907
of 1,875 holders
Holding Since
Mar 2022
14 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, 2026Confluence Wealth Services, Inc. holds $7,230,013 across 4 Information Technology Services names. ACN ranks #2 (13.2% of the industry book) .
All Filings in ACN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,832 | 7,665 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,087,025 | 5,482 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,331,304 | 4,962 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,287,745 | 5,222 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,509,394 | 5,050 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,545,222 | 4,952 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,410,326 | 4,009 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,223,747 | 3,462 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $968,181 | 3,191 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $793,043 | 2,288 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $671,641 | 1,914 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $246,609 | 803 | Shares | Sole | 2023-11-01 | |
| 2022-06-30 | $224,896 | 810 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $265,400 | 787 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||