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Summit Financial Wealth Advisors, LLC → ACN

Summit Financial Wealth Advisors, LLC ACN Position History

Accenture plc • Technology

Quarters held
2
Latest value
$13.3M
Q3 2026
Peak value
$13.3M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$486K
Q3 2026$13.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.3M72.4K——
Q2 2026$486K3.9K——

Other funds holding ACN

Other Summit Financial Wealth Advisors, LLC positions

VGES

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$69.9M
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VANGUARD WHITEHALL FDS

$65.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$63.8M
VGES

VANGUARD INDEX FDS

$61.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$61M
VGES

VANGUARD WHITEHALL FDS

$60.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$59M
VGES

VANGUARD INDEX FDS

$58.5M