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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

ACN holding history

Accenture plc in every 13F filed by Lee Financial Co, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of ACN by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−875−100.0%Sold outHolders
Q1 2025875$273.0K<0.1%−105−10.7%ReducedHolders
Q4 2024980$344.8K<0.1%+980NewHolders
Q3 20240$00.0%−775−100.0%Sold outHolders
Q2 2024775$235.1K<0.1%+775NewHolders
Q1 20240$00.0%−35−100.0%Sold outHolders
Q4 202335$12.3K<0.1%00.0%UnchangedHolders
Q3 202335$10.7K<0.1%+35NewHolders
Q2 20230$00.0%−41−100.0%Sold outHolders
Q1 202341$11.7K<0.1%+3+7.9%AddedHolders
Q4 202238$10.1K<0.1%−10−20.8%ReducedHolders
Q3 202248$13.0K<0.1%+6+14.3%AddedHolders
Q2 202242$12.0K<0.1%+42NewHolders
Q2 20210$00.0%−19−100.0%Sold outHolders
Q1 202119$5.00K<0.1%––Holders

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