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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

ACN holding history

Accenture plc in every 13F filed by Heritage Wealth Advisors, 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)
416
Value
$51.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ACN by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026416$51.8K<0.1%+19+4.8%AddedHolders
Q1 2026397$78.7K<0.1%−91−18.6%ReducedHolders
Q4 2025488$130.9K<0.1%−1−0.2%ReducedHolders
Q3 2025489$120.7K<0.1%−218−30.8%ReducedHolders
Q2 2025707$211.2K<0.1%+1+0.1%AddedHolders
Q1 2025706$220.3K<0.1%−359−33.7%ReducedHolders
Q4 20241,065$374.5K<0.1%−31−2.8%ReducedHolders
Q3 20241,096$387.5K<0.1%+41+3.9%AddedHolders
Q2 20241,055$320.0K<0.1%−71−6.3%ReducedHolders
Q1 20241,126$390.4K<0.1%00.0%UnchangedHolders
Q4 20231,126$395.1K<0.1%+1+0.1%AddedHolders
Q3 20231,125$345.6K<0.1%00.0%UnchangedHolders
Q2 20231,125$347.1K<0.1%−10−0.9%ReducedHolders
Q1 20231,135$324.5K<0.1%+108+10.5%AddedHolders
Q4 20221,027$274.0K<0.1%+202+24.5%AddedHolders
Q3 2022825$212.3K<0.1%00.0%UnchangedHolders
Q2 2022825$229.0K<0.1%00.0%UnchangedHolders
Q1 2022825$278.0K<0.1%00.0%UnchangedHolders
Q4 2021825$342.0K<0.1%−239−22.5%ReducedHolders
Q3 20211,064$340.4K<0.1%00.0%UnchangedHolders
Q2 20211,064$313.7K<0.1%−2,470−69.9%ReducedHolders
Q1 20213,534$976.3K0.1%––Holders

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