Accordant Advisory Group Inc: EXE position timeline

Accordant Advisory Group Inc held 15 EXE 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 15 shares

   Change vs previous 13F -36,780 shares

   <0.01% of the 13F portfolio, value $1,368.

   13F-HR 0002013499-26-000003 filed by Accordant Advisory Group Inc
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 36,795 shares

   Change vs previous 13F +17,022 shares

   2.5% of the 13F portfolio, value $4,039,356.

   13F-HR 0002013499-26-000002 filed by Accordant Advisory Group Inc
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 19,773 shares

   Change vs previous 13F -309 shares

   1.51% of the 13F portfolio, value $2,182,149.

   13F-HR 0002013499-26-000001 filed by Accordant Advisory Group Inc
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 20,082 shares

   Change vs previous 13F +638 shares

   1.45% of the 13F portfolio, value $2,133,512.

   13F-HR 0002013499-25-000009 filed by Accordant Advisory Group Inc
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 19,444 shares

   Change vs previous 13F not available

   1.69% of the 13F portfolio, value $2,273,781.

   13F-HR 0002013499-25-000007 filed by Accordant Advisory Group Inc
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).