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Accordant Advisory Group Inc: EPOL position timeline

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

Accordant Advisory Group Inc held 1,289 EPOL 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 1,289 shares
    Change vs previous 13F -53,260 shares

    0.03% of the 13F portfolio, value $49,769.

    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 54,549 shares
    Change vs previous 13F -356 shares

    1.23% of the 13F portfolio, value $1,986,130.

    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 54,905 shares
    Change vs previous 13F +8,281 shares

    1.33% of the 13F portfolio, value $1,932,107.

    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 46,624 shares
    Change vs previous 13F -456 shares

    1.02% of the 13F portfolio, value $1,501,293.

    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 47,080 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,518,801.

    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).