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Accordant Advisory Group Inc: COWZ position timeline

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

Accordant Advisory Group Inc held 170,545 COWZ 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 170,545 shares
    Change vs previous 13F -4,950 shares

    7.15% of the 13F portfolio, value $10,607,899.

    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 175,495 shares
    Change vs previous 13F -3,294 shares

    6.8% of the 13F portfolio, value $10,978,968.

    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 178,789 shares
    Change vs previous 13F +15,149 shares

    7.42% of the 13F portfolio, value $10,757,735.

    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 163,640 shares
    Change vs previous 13F -1,525 shares

    6.4% of the 13F portfolio, value $9,404,391.

    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 165,165 shares
    Change vs previous 13F +6,185 shares

    6.78% of the 13F portfolio, value $9,100,592.

    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 158,980 shares
    Change vs previous 13F +9,178 shares

    8.51% of the 13F portfolio, value $8,705,745.

    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 149,802 shares
    Change vs previous 13F +20,457 shares

    8.16% of the 13F portfolio, value $8,460,817.

    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 129,345 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $7,480,021.

    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).