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Accordant Advisory Group Inc: CGAU position timeline

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

Accordant Advisory Group Inc held 199,317 CGAU 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 199,317 shares
    Change vs previous 13F +310 shares

    2.13% of the 13F portfolio, value $3,161,168.

    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 199,007 shares
    Change vs previous 13F +9,186 shares

    2.19% of the 13F portfolio, value $3,540,335.

    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 189,821 shares
    Change vs previous 13F -206 shares

    1.88% of the 13F portfolio, value $2,727,728.

    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 190,027 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,038,990.

    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).