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Accordant Advisory Group Inc: JOE position timeline

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

Accordant Advisory Group Inc held 100,676 JOE 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 100,676 shares
    Change vs previous 13F +3,161 shares

    4.25% of the 13F portfolio, value $6,305,338.

    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 97,515 shares
    Change vs previous 13F +464 shares

    3.79% of the 13F portfolio, value $6,123,942.

    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 97,051 shares
    Change vs previous 13F +16,034 shares

    3.98% of the 13F portfolio, value $5,761,918.

    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 81,017 shares
    Change vs previous 13F +524 shares

    2.73% of the 13F portfolio, value $4,008,722.

    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 80,493 shares
    Change vs previous 13F +5,162 shares

    2.86% of the 13F portfolio, value $3,839,516.

    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 75,331 shares
    Change vs previous 13F +23,104 shares

    3.46% of the 13F portfolio, value $3,536,791.

    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 52,227 shares
    Change vs previous 13F +23,333 shares

    2.26% of the 13F portfolio, value $2,346,559.

    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 28,894 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,684,809.

    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).