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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

ACN holding history

Accenture plc in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
25,097
Value
$6.19M
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of ACN by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202525,097$6.19M0.3%−2,382−8.7%ReducedHolders
Q2 202527,479$8.21M0.4%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202429,020$10.2M0.5%−542−1.8%ReducedHolders
Q3 202429,562$10.4M0.5%+29+0.1%AddedHolders
Q2 202429,533$8.96M0.4%−1,733−5.5%ReducedHolders
Q1 202431,266$10.8M0.5%−726−2.3%ReducedHolders
Q4 202331,992$11.2M0.6%+182+0.6%AddedHolders
Q3 202331,810$9.77M0.6%+523+1.7%AddedHolders
Q2 202331,287$9.65M0.5%+2,250+7.7%AddedHolders
Q1 202329,037$8.30M0.5%−161−0.6%ReducedHolders
Q4 202229,198$7.79M0.5%+478+1.7%AddedHolders
Q3 202228,720$7.39M0.5%−674−2.3%ReducedHolders
Q2 202229,394$8.16M0.6%+983+3.5%AddedHolders
Q1 202228,411$9.58M0.5%+1,124+4.1%AddedHolders
Q4 202127,287$11.3M0.6%+581+2.2%AddedHolders
Q3 202126,706$8.54M0.5%+291+1.1%AddedHolders
Q2 202126,415$7.79M0.5%+8,341+46.1%AddedHolders
Q1 202118,074$4.99M0.4%––Holders

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