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Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

ACN holding history

Accenture plc in every 13F filed by Edge 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 Q4 2025 holdings

Shares (Q4 2025)
3,569
Value
$1.92M
% of portfolio
0.8%
Quarters held
7
Since Q1 2024
Holdings of ACN by Edge Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20253,569$1.92M0.8%+28+0.8%AddedHolders
Q3 20253,541$873.3K0.4%−119−3.3%ReducedHolders
Q2 20253,660$1.11M0.6%−340−8.5%ReducedHolders
Q1 20254,000$1.25M0.8%−59−1.5%ReducedHolders
Q4 20244,059$1.43M1.3%−161−3.8%ReducedHolders
Q3 20244,220$1.49M1.3%+4,220NewHolders
Q2 20240$00.0%−5,002−100.0%Sold outHolders
Q1 20245,002$1.73M1.5%–No prior filingHolders