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Accordant Advisory Group Inc: PPTA position timeline

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

Accordant Advisory Group Inc held 72,104 PPTA 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 72,104 shares
    Change vs previous 13F -325 shares

    1.01% of the 13F portfolio, value $1,496,880.

    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 72,429 shares
    Change vs previous 13F +4,696 shares

    1.26% of the 13F portfolio, value $2,036,704.

    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 67,733 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,639,816.

    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).