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Accordant Advisory Group Inc: PSLV position timeline

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

Accordant Advisory Group Inc held 461,338 PSLV 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 461,338 shares
    Change vs previous 13F -2,222 shares

    5.87% of the 13F portfolio, value $8,705,449.

    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 463,560 shares
    Change vs previous 13F -57,370 shares

    7% of the 13F portfolio, value $11,306,229.

    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 520,930 shares
    Change vs previous 13F -22,541 shares

    8.5% of the 13F portfolio, value $12,319,995.

    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 543,471 shares
    Change vs previous 13F +13,072 shares

    5.81% of the 13F portfolio, value $8,532,495.

    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 530,399 shares
    Change vs previous 13F +18,410 shares

    4.84% of the 13F portfolio, value $6,492,084.

    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 511,989 shares
    Change vs previous 13F +108 shares

    5.81% of the 13F portfolio, value $5,939,073.

    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 511,881 shares
    Change vs previous 13F +63,259 shares

    4.76% of the 13F portfolio, value $4,939,652.

    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 448,622 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $4,688,100.

    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).