Position in ACN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,892
-$31,646 QoQ
Shares Held
192
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,690
of 1,875 holders
Holding Since
Sep 2025
3 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, 2026United Financial Planning Group LLC holds $160,420 across 4 Information Technology Services names. ACN ranks #2 (14.9% of the industry book) .
All Filings in ACN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,892 | 192 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $55,538 | 207 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $41,428 | 168 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||