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Daner Wealth Management, LLC

SEC CIK
0001956649
Latest filing
Aug 14, 2026

ACN holding history

Accenture plc in every 13F filed by Daner 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of ACN by Daner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,007−100.0%Sold outHolders
Q4 20251,007$242.5K0.1%00.0%UnchangedHolders
Q3 20251,007$240.1K0.2%00.0%UnchangedHolders
Q2 20251,007$239.5K0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20241,070$407.3K0.3%–No prior filingHolders