Skip to content
Disclosery

Accordant Advisory Group Inc: CEF position timeline

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

Accordant Advisory Group Inc held 20,665 CEF 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 20,665 shares
    Change vs previous 13F +2,548 shares

    0.56% of the 13F portfolio, value $831,353.

    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 18,117 shares
    Change vs previous 13F -2,649 shares

    0.54% of the 13F portfolio, value $864,544.

    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 20,766 shares
    Change vs previous 13F +306 shares

    0.66% of the 13F portfolio, value $951,083.

    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 20,460 shares
    Change vs previous 13F -5,582 shares

    0.51% of the 13F portfolio, value $750,678.

    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 26,042 shares
    Change vs previous 13F +396 shares

    0.58% of the 13F portfolio, value $783,865.

    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 25,646 shares
    Change vs previous 13F +129 shares

    0.71% of the 13F portfolio, value $728,603.

    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 25,517 shares
    Change vs previous 13F +1,440 shares

    0.58% of the 13F portfolio, value $606,284.

    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 24,077 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $589,646.

    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).