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Accordant Advisory Group Inc: PPLT position timeline

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

Accordant Advisory Group Inc held 431,955 PPLT 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 431,955 shares
    Change vs previous 13F +388,511 shares

    4.12% of the 13F portfolio, value $6,103,525.

    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 43,444 shares
    Change vs previous 13F +17,797 shares

    4.8% of the 13F portfolio, value $7,743,025.

    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 25,647 shares
    Change vs previous 13F +1,150 shares

    3.3% of the 13F portfolio, value $4,781,371.

    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 24,497 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $3,500,132.

    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).