GoalVest Advisory LLC ACN — ACCENTURE PLC IRELAND SHS CLASS A

Ownership history in GoalVest Advisory LLC  ·  19 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported ACCENTURE PLC IRELAND SHS CLASS A (ACN) in 19 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows ACN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in ACCENTURE PLC IRELAND SHS CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ACN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACN stock page GoalVest Advisory LLC fund profile GoalVest Advisory LLC full holdings
How GoalVest Advisory LLC held ACN — position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 150 +3 +2.0% 0.00% $28K 2026-10-02 $204.18
2026 Q2 REDUCED 34.1% +41.9% ❌ 147 -76 -34.1% 0.00% $18K 2026-07-09 $139.06
2026 Q1 REDUCED 13.6% -36.6% ✅ 223 -35 -13.6% 0.01% $44K 2026-04-13 $189.67
2025 Q4 ADDED — — — 258 +47 +22.3% 0.01% $69K 2026-01-05 $258.65
2025 Q3 ADDED — — — 211 +100 +90.1% 0.01% $52K 2025-10-22 $244.11
2025 Q2 ADDED — — — 111 +22 +24.7% 0.01% $33K 2025-08-01 $250.21
2025 Q1 REDUCED 32.1% -3.7% ✅ 89 -42 -32.1% 0.01% $28K 2025-04-07 $276.21
2024 Q4 ADDED — — — 131 +10 +8.3% 0.01% $46K 2025-01-17 $342.06
2024 Q3 UNCHANGED — — — 121 — 0% 0.01% $43K 2024-11-06 $344.03
2024 Q2 REDUCED 36.6% +17.0% ❌ 121 -70 -36.6% 0.01% $37K 2024-07-30 $316.72
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ACN

As of 2026 Q3 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.02% DOLIVER ADVISORS, LP 3Y 7Y 0.1% Montecito Bank & Trust 3Y 7Y 0.1% Coastline Trust Co 3Y 7Y 0.08% REYL & Cie S.A. 0.08% First Financial Bank - Trust Division 3Y 7Y 0.04% Versant Capital Management, Inc 3Y 7Y 0.03% Hickory Point Bank & Trust 0.02% Planning Strategies Inc. 0.0% BURKETT FINANCIAL SERVICES, LLC 0.0%

FAQ About GoalVest Advisory LLC and ACN

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning ACN?

GoalVest Advisory LLC reported ACN across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported ACN position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for ACN was 0.01% in 2025 Q4.

What is the latest reported ACN position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this ACN ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly ACN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GoalVest Advisory LLC time their ACN position?

Based on 13F filing dates vs. subsequent ACN price moves, GoalVest Advisory LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on ACN relative to SPY over the holding period was +62.4%.

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