Position in ACN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$287,083
New position
Shares Held
2,307
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,362
of 1,875 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026Larry Mathis Financial Planning, LLC holds $496,872 across 2 Information Technology Services names. ACN ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
This page
|
2,307 | $287,083 | |
| 2 | INFY |
Infosys Ltd
|
19,999 | $209,789 |
All Filings in ACN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,083 | 2,307 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||