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Accordant Advisory Group Inc: WDIV position timeline

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

Accordant Advisory Group Inc held 2,987 WDIV 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 2,987 shares
    Change vs previous 13F -35 shares

    0.16% of the 13F portfolio, value $238,686.

    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 3,022 shares
    Change vs previous 13F +755 shares

    0.14% of the 13F portfolio, value $233,154.

    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 2,267 shares
    Change vs previous 13F +918 shares

    0.12% of the 13F portfolio, value $171,037.

    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 1,349 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $98,066.

    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).