Accordant Advisory Group Inc
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 144,906
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 175 | 144,906 | 13F-HR | Accordant Advisory Group Inc |
| Q3 2025 | 10/22/2025 | 161 | 146,985 | 13F-HR | Accordant Advisory Group Inc |
| Q2 2025 | 8/12/2025 | 169 | 134,249 | 13F-HR | Accordant Advisory Group Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132.9 K | 91.7% | 0 | 2.732 K | -2.732 K |
| ETFs | 12.02 K | 8.3% | 655 | 0 | 655 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
144,906
Holdings
175
QoQ value change ($000)
-2,079
(-1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.