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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

ACN holding history

Accenture plc in every 13F filed by CWS Financial Advisors, 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 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of ACN by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−2,283−100.0%Sold outHolders
Q4 20222,283$631.0K0.3%+2,283NewHolders
Q3 20220$00.0%−546−100.0%Sold outHolders
Q2 2022546$152.0K0.1%−700−56.2%ReducedHolders
Q1 20221,246$420.0K0.2%−1,109−47.1%ReducedHolders
Q4 20212,355$976.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20212,281$672.0K0.3%−2−0.1%ReducedHolders
Q1 20212,283$631.0K0.3%––Holders

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