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Accordant Advisory Group Inc: AGI position timeline

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

Accordant Advisory Group Inc held 112,696 AGI 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 112,696 shares
    Change vs previous 13F +91 shares

    2.31% of the 13F portfolio, value $3,419,197.

    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 112,605 shares
    Change vs previous 13F -1,396 shares

    3.1% of the 13F portfolio, value $5,003,041.

    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 114,001 shares
    Change vs previous 13F +221 shares

    3.04% of the 13F portfolio, value $4,398,159.

    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 113,780 shares
    Change vs previous 13F +1,135 shares

    2.7% of the 13F portfolio, value $3,966,371.

    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 112,645 shares
    Change vs previous 13F +38,862 shares

    2.23% of the 13F portfolio, value $2,991,851.

    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 73,783 shares
    Change vs previous 13F +35,886 shares

    1.93% of the 13F portfolio, value $1,972,958.

    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 37,897 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $698,821.

    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).