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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

ACN holding history

Accenture plc in every 13F filed by XML Financial, 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)
3,547
Value
$441.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ACN by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,547$441.3K<0.1%+1,298+57.7%AddedHolders
Q1 20262,249$445.9K<0.1%−665−22.8%ReducedHolders
Q4 20252,914$781.9K0.1%−329−10.1%ReducedHolders
Q3 20253,243$799.7K0.1%−22−0.7%ReducedHolders
Q2 20253,265$975.8K0.1%−78−2.3%ReducedHolders
Q1 20253,343$1.04M0.1%−79−2.3%ReducedHolders
Q4 20243,422$1.20M0.1%+27+0.8%AddedHolders
Q3 20243,395$1.20M0.1%+106+3.2%AddedHolders
Q2 20243,289$997.8K0.1%+36+1.1%AddedHolders
Q1 20243,253$1.13M0.1%+47+1.5%AddedHolders
Q4 20233,206$1.13M0.1%−102−3.1%ReducedHolders
Q3 20233,308$1.02M0.1%−604−15.4%ReducedHolders
Q2 20233,912$1.21M0.1%+905+30.1%AddedHolders
Q1 20233,007$859.3K0.1%+608+25.3%AddedHolders
Q4 20222,399$640.1K0.1%−201−7.7%ReducedHolders
Q3 20222,600$669.0K0.1%+1,186+83.9%AddedHolders
Q2 20221,414$393.0K0.1%−1,186−45.6%ReducedHolders
Q1 20222,600$877.0K0.1%−270−9.4%ReducedHolders
Q4 20212,870$1.19M0.1%−41−1.4%ReducedHolders
Q3 20212,911$931.0K0.1%+1,213+71.4%AddedHolders
Q2 20211,698$501.0K0.1%00.0%UnchangedHolders
Q1 20211,698$469.0K0.1%––Holders

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