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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ACN holding history

Accenture plc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACN overviewAll 13F holders of ACNFull Q2 2026 holdings

Shares (Q2 2026)
45,340
Value
$5.64M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ACN by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,340$5.64M0.1%+8,195+22.1%AddedHolders
Q1 202637,145$7.37M0.1%+10,988+42.0%AddedHolders
Q4 202526,157$7.02M0.1%+1,348+5.4%AddedHolders
Q3 202524,809$6.12M0.1%+890+3.7%AddedHolders
Q2 202523,919$7.15M0.1%−2,277−8.7%ReducedHolders
Q1 202526,196$8.17M0.1%+3,846+17.2%AddedHolders
Q4 202422,350$7.86M0.1%−284−1.3%ReducedHolders
Q3 202422,634$8.00M0.1%+3,761+19.9%AddedHolders
Q2 202418,873$5.73M0.1%+4,518+31.5%AddedHolders
Q1 202414,355$4.41M0.2%−311−2.1%ReducedHolders
Q4 202314,666$5.15M0.3%+810+5.8%AddedHolders
Q3 202313,856$4.26M0.3%+628+4.7%AddedHolders
Q2 202313,228$4.08M0.2%+2,562+24.0%AddedHolders
Q1 202310,666$3.05M0.2%+2,808+35.7%AddedHolders
Q4 20227,858$2.10M0.2%+231+3.0%AddedHolders
Q3 20227,627$1.96M0.2%+53+0.7%AddedHolders
Q2 20227,574$2.10M0.2%+795+11.7%AddedHolders
Q1 20226,779$2.29M0.2%+1,359+25.1%AddedHolders
Q4 20215,420$2.25M0.2%+1,658+44.1%AddedHolders
Q3 20213,762$1.20M0.1%−72−1.9%ReducedHolders
Q2 20213,834$1.13M0.1%+72+1.9%AddedHolders
Q1 20213,762$1.04M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.