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Disclosery

SVB WEALTH LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SVB WEALTH LLC on ACN, newest first. How the timeline and the estimate are built.

SVB WEALTH LLC held 19,767 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,767 shares
    Change vs previous 13F -1,085 shares

    0.16% of the 13F portfolio, value $2,459,846.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,852 shares
    Change vs previous 13F -7,903 shares

    0.27% of the 13F portfolio, value $4,134,725.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,755 shares
    Change vs previous 13F -9,900 shares

    0.45% of the 13F portfolio, value $7,714,795.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,655 shares
    Change vs previous 13F -1,184 shares

    0.51% of the 13F portfolio, value $9,532,155.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,839 shares
    Change vs previous 13F -24,079 shares

    0.64% of the 13F portfolio, value $11,907,507.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,918 shares
    Change vs previous 13F -14,627 shares

    0.82% of the 13F portfolio, value $19,944,963.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,545 shares
    Change vs previous 13F +78,545 shares

    0.52% of the 13F portfolio, value $27,631,129.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.