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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

ACN holding history

Accenture plc in every 13F filed by Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−527−100.0%Sold outHolders
Q4 2025527$141.4K0.1%00.0%UnchangedHolders
Q3 2025527$130.0K0.1%00.0%UnchangedHolders
Q2 2025527$157.5K0.1%00.0%UnchangedHolders
Q1 2025527$164.4K0.1%00.0%UnchangedHolders
Q4 2024527$185.4K0.1%00.0%UnchangedHolders
Q3 2024527$186.3K0.1%−131−19.9%ReducedHolders
Q2 2024658$199.6K0.2%00.0%UnchangedHolders
Q1 2024658$228.1K0.2%00.0%UnchangedHolders
Q4 2023658$230.9K0.2%00.0%UnchangedHolders
Q3 2023658$202.1K0.2%00.0%UnchangedHolders
Q2 2023658$203.0K0.3%00.0%UnchangedHolders
Q1 2023658$188.1K0.3%00.0%UnchangedHolders
Q4 2022658$175.6K0.3%00.0%UnchangedHolders
Q3 2022658$169.0K0.3%00.0%UnchangedHolders
Q2 2022658$183.0K0.3%00.0%UnchangedHolders
Q1 2022658$222.0K0.3%00.0%UnchangedHolders
Q4 2021658$273.0K0.4%00.0%UnchangedHolders
Q3 2021658$211.0K0.3%00.0%UnchangedHolders
Q2 2021658$194.0K0.3%00.0%UnchangedHolders
Q1 2021658$182.0K0.3%––Holders

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