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
- period ended2026-06-3013F 12,606 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,635 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,178 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,245 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,881 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).