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Livermore
Livermore
ZHEN

Olistico Wealth, LLC

SEC CIK
0001962695
Latest filing
Jul 13, 2026

ACN holding history

Accenture plc in every 13F filed by Olistico Wealth, 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)
84
Value
$10.5K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ACN by Olistico Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684$10.5K<0.1%−607−87.8%ReducedHolders
Q1 2026691$137.1K0.1%−36−5.0%ReducedHolders
Q4 2025727$195.0K0.1%−629−46.4%ReducedHolders
Q3 20251,356$334.5K0.2%−45−3.2%ReducedHolders
Q2 20251,401$418.7K0.2%+631+81.9%AddedHolders
Q1 2025770$240.4K0.1%00.0%UnchangedHolders
Q4 2024770$270.9K0.2%+1+0.1%AddedHolders
Q3 2024769$272.0K0.2%+15+2.0%AddedHolders
Q2 2024754$228.8K0.1%00.0%UnchangedHolders
Q1 2024754$261.3K0.2%−500−39.9%ReducedHolders
Q4 20231,254$439.9K0.3%+1+0.1%AddedHolders
Q3 20231,253$384.8K0.3%00.0%UnchangedHolders
Q2 20231,253$386.5K0.3%+1+0.1%AddedHolders
Q1 20231,252$357.8K0.3%+125+11.1%AddedHolders
Q4 20221,127$300.7K0.3%–No prior filingHolders