Triad Wealth Partners, LLC

Position in ACN — Accenture plc

CIK 2012717 LAWRENCE, KS

Position in ACN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$233,822

-$78,286 QoQ

Shares Held

1,879

+19.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,426

of 1,851 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $2,490,468 across 5 Information Technology Services names. ACN ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	4,666	$1,312,125
2	LDOS	Leidos Holdings, Inc.	3,329	$342,787
3	SAIC	Science Applications International Corp	2,761	$304,842
4	EFOR	Everforth Inc	16,614	$296,892
5	ACN	Accenture plc This page	1,879	$233,822

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,822	1,879	+19.4%	Shares	Sole	2026-08-10
2026-03-31	$312,108	1,574	+39.4%	Shares	Sole	2026-04-16
2025-12-31	$302,910	1,129	+48.4%	Shares	Sole	2026-01-22
2025-06-30	$227,455	761	+10.3%	Shares	Sole	2025-07-21
2025-03-31	$215,307	690	-38.6%	Shares	Sole	2025-05-14
2024-12-31	$395,411	1,124	+20.7%	Shares	Sole	2025-02-06
2024-06-30	$282,474	931	+12.3%	Shares	Sole	2024-07-18
2024-03-31	$287,339	829	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.