LIGHTHOUSE FINANCIAL SERVICES INC /ADV ACN β€” ACCENTURE PLC IRELAND

Ownership history in LIGHTHOUSE FINANCIAL SERVICES INC /ADV  Β·  2 quarters on record

AI Ownership Summary

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported ACCENTURE PLC IRELAND (ACN) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q4. The latest visible filing shows ACN at 0.40% 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.

What this ACN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIGHTHOUSE FINANCIAL SERVICES INC /ADV's position in ACCENTURE PLC IRELAND, 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 Q1

ACN was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% 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
2025 Q4 to 2026 Q1

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.

How LIGHTHOUSE FINANCIAL SERVICES INC /ADV held ACN β€” position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 9,244 +1,924 +26.3% 0.40% $1.8M 2026-04-15 $191.70
2025 Q4 INITIATED β€” β€” β€” 7,320 β€” β€” 0.45% $2.0M 2026-02-03 $236.34

FAQ About LIGHTHOUSE FINANCIAL SERVICES INC /ADV and ACN

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

How long has LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported owning ACN?

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported ACN across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported ACN position in LIGHTHOUSE FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for ACN was 0.45% in 2025 Q4.

What is the latest reported ACN position on this page?

The most recent filing on this page is 2026 Q1, when LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported 9,244 shares, equal to 0.40% of portfolio, with an estimated market value of $1.8M.

What does the chart on this ACN ownership page compare?

The chart compares LIGHTHOUSE FINANCIAL SERVICES INC /ADV'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.

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