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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

ACN holding history

Accenture plc in every 13F filed by Circle 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of ACN by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,080−100.0%Sold outHolders
Q1 20263,080$610.7K<0.1%+1,299+72.9%AddedHolders
Q4 20251,781$477.8K<0.1%+166+10.3%AddedHolders
Q3 20251,615$398.3K<0.1%−365−18.4%ReducedHolders
Q2 20251,980$591.8K<0.1%−55−2.7%ReducedHolders
Q1 20252,035$635.0K<0.1%00.0%UnchangedHolders
Q4 20242,035$715.9K<0.1%+3+0.1%AddedHolders
Q3 20242,032$718.3K<0.1%−26−1.3%ReducedHolders
Q2 20242,058$624.4K<0.1%−381−15.6%ReducedHolders
Q1 20242,439$845.4K<0.1%+321+15.2%AddedHolders
Q4 20232,118$743.2K<0.1%−33−1.5%ReducedHolders
Q3 20232,151$660.6K<0.1%+33+1.6%AddedHolders
Q2 20232,118$653.6K0.1%−410−16.2%ReducedHolders
Q1 20232,528$722.5K0.1%+13+0.5%AddedHolders
Q4 20222,515$671.1K0.1%+54+2.2%AddedHolders
Q3 20222,461$633.0K0.1%−66−2.6%ReducedHolders
Q2 20222,527$702.0K0.1%−695−21.6%ReducedHolders
Q1 20223,222$1.09M0.1%−2−0.1%ReducedHolders
Q4 20213,224$1.34M0.2%−134−4.0%ReducedHolders
Q3 20213,358$1.07M0.2%−1,175−25.9%ReducedHolders
Q2 20214,533$1.34M0.2%−660−12.7%ReducedHolders
Q1 20215,193$1.44M0.2%––Holders

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