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Lodestone Wealth Management LLC

SEC CIK
0001950158
Latest filing
Jul 23, 2026

ACN holding history

Accenture plc in every 13F filed by Lodestone Wealth Management 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)
387
Value
$48.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ACN by Lodestone Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026387$48.1K<0.1%−105−21.3%ReducedHolders
Q1 2026492$97.6K<0.1%−523−51.5%ReducedHolders
Q4 20251,015$272.3K0.1%−103−9.2%ReducedHolders
Q3 20251,118$275.7K0.1%−25−2.2%ReducedHolders
Q2 20251,143$341.6K0.2%−11−1.0%ReducedHolders
Q1 20251,154$360.0K0.2%+2+0.2%AddedHolders
Q4 20241,152$405.4K0.2%−56−4.6%ReducedHolders
Q3 20241,208$427.1K0.2%−44−3.5%ReducedHolders
Q2 20241,252$379.9K0.2%+11+0.9%AddedHolders
Q1 20241,241$430.1K0.2%+33+2.7%AddedHolders
Q4 20231,208$423.8K0.2%+109+9.9%AddedHolders
Q3 20231,099$337.4K0.2%+34+3.2%AddedHolders
Q2 20231,065$328.7K0.2%+8+0.8%AddedHolders
Q1 20231,057$302.1K0.2%−55−4.9%ReducedHolders
Q4 20221,112$296.6K0.2%–No prior filingHolders