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Accordant Advisory Group Inc: ALCO position timeline

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

Accordant Advisory Group Inc held 101,317 ALCO 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 101,317 shares
    Change vs previous 13F +682 shares

    2.83% of the 13F portfolio, value $4,191,485.

    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 100,635 shares
    Change vs previous 13F +6,224 shares

    2.57% of the 13F portfolio, value $4,152,201.

    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 94,411 shares
    Change vs previous 13F +26,688 shares

    2.37% of the 13F portfolio, value $3,434,673.

    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 67,723 shares
    Change vs previous 13F +17,521 shares

    1.6% of the 13F portfolio, value $2,347,280.

    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 50,202 shares
    Change vs previous 13F +6,321 shares

    1.22% of the 13F portfolio, value $1,640,602.

    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 43,881 shares
    Change vs previous 13F +19,057 shares

    1.28% of the 13F portfolio, value $1,309,410.

    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 24,824 shares
    Change vs previous 13F +167 shares

    0.62% of the 13F portfolio, value $643,686.

    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 24,657 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $689,656.

    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).