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Accordant Advisory Group Inc: AEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accordant Advisory Group Inc on AEM, newest first. How the timeline and the estimate are built.

Accordant Advisory Group Inc held 32,440 AEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,440 shares
    Change vs previous 13F +3,967 shares

    3.39% of the 13F portfolio, value $5,032,418.

    13F-HR 0002013499-26-000003 filed by Accordant Advisory Group Inc
    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 28,473 shares
    Change vs previous 13F -3,430 shares

    3.58% of the 13F portfolio, value $5,779,450.

    13F-HR 0002013499-26-000002 filed by Accordant Advisory Group Inc
    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 31,903 shares
    Change vs previous 13F +1,013 shares

    3.73% of the 13F portfolio, value $5,408,516.

    13F-HR 0002013499-26-000001 filed by Accordant Advisory Group Inc
    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 30,890 shares
    Change vs previous 13F -7,161 shares

    3.54% of the 13F portfolio, value $5,206,819.

    13F-HR 0002013499-25-000009 filed by Accordant Advisory Group Inc
    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 38,051 shares
    Change vs previous 13F +1,492 shares

    3.37% of the 13F portfolio, value $4,525,405.

    13F-HR 0002013499-25-000007 filed by Accordant Advisory Group Inc
    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/A 36,559 shares
    Change vs previous 13F +19,938 shares

    3.88% of the 13F portfolio, value $3,963,362.

    13F-HR/A 0002013499-25-000003 filed by Accordant Advisory Group Inc
    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 16,621 shares
    Change vs previous 13F -36 shares

    1.25% of the 13F portfolio, value $1,299,928.

    13F-HR 0002013499-25-000001 filed by Accordant Advisory Group Inc
    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 16,657 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,341,888.

    13F-HR 0002013499-24-000004 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

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