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Disclosery

Accordant Advisory Group Inc: SYLD position timeline

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

Accordant Advisory Group Inc held 1,000 SYLD 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 1,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $79,087.

    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 1,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $75,410.

    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 1,000 shares
    Change vs previous 13F +1,000 shares

    0.05% of the 13F portfolio, value $69,520.

    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 ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -133,879 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 133,879 shares
    Change vs previous 13F +28,589 shares

    8.84% of the 13F portfolio, value $9,166,695.

    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).

  6. period ended2024-09-30
    13F 105,290 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $7,619,837.

    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).