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Accordant Advisory Group Inc: AUB position timeline

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

Accordant Advisory Group Inc held 12,606 AUB 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 12,606 shares
    Change vs previous 13F -29 shares

    0.36% of the 13F portfolio, value $533,360.

    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 12,635 shares
    Change vs previous 13F -22,543 shares

    0.28% of the 13F portfolio, value $451,575.

    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 35,178 shares
    Change vs previous 13F -1,067 shares

    0.86% of the 13F portfolio, value $1,241,784.

    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 36,245 shares
    Change vs previous 13F +364 shares

    0.87% of the 13F portfolio, value $1,279,087.

    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 35,881 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,122,358.

    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).