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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

ACN holding history

Accenture plc in every 13F filed by Segment Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of ACN by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−46,718−100.0%Sold outHolders
Q4 202546,718$12.5M0.7%+936+2.0%AddedHolders
Q3 202545,782$11.3M0.7%+938+2.1%AddedHolders
Q2 202544,844$13.4M0.9%+529+1.2%AddedHolders
Q1 202544,315$13.8M0.9%+1,331+3.1%AddedHolders
Q4 202442,984$15.1M1.0%00.0%UnchangedHolders
Q3 202442,984$15.2M1.0%+157+0.4%AddedHolders
Q2 202442,827$13.0M1.0%+2,693+6.7%AddedHolders
Q1 202440,134$13.9M1.1%+1,160+3.0%AddedHolders
Q4 202338,974$13.7M1.2%+2,249+6.1%AddedHolders
Q3 202336,725$11.3M1.1%+466+1.3%AddedHolders
Q2 202336,259$11.2M1.2%−1,266−3.4%ReducedHolders
Q1 202337,525$10.7M1.2%+411+1.1%AddedHolders
Q4 202237,114$9.90M1.1%−300−0.8%ReducedHolders
Q3 202237,414$9.63M1.2%+1,421+3.9%AddedHolders
Q2 202235,993$9.99M1.3%−2,226−5.8%ReducedHolders
Q1 202238,219$12.9M1.3%+1,639+4.5%AddedHolders
Q4 202136,580$15.2M1.6%+40.0%AddedHolders
Q3 202136,576$11.7M1.4%−196−0.5%ReducedHolders
Q2 202136,772$10.8M1.3%+857+2.4%AddedHolders
Q1 202135,915$9.92M1.3%––Holders

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