Encompass Wealth Advisors, LLC
- SEC CIK
- 0001849614
- Latest filing
- Jul 21, 2026
ACN holding history
Accenture plc in every 13F filed by Encompass Wealth 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −3,094−100.0% | Sold out | Holders |
| Q3 2025 | 3,094 | $763.0K | 0.3% | −50−1.6% | Reduced | Holders |
| Q2 2025 | 3,144 | $939.7K | 0.3% | +2+0.1% | Added | Holders |
| Q1 2025 | 3,142 | $980.4K | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3,142 | $1.11M | 0.4% | 00.0% | Unchanged | Holders |
| Q3 2024 | 3,142 | $1.11M | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,142 | $953.3K | 0.3% | −667−17.5% | Reduced | Holders |
| Q1 2024 | 3,809 | $1.32M | 0.4% | +3,809 | New | Holders |