Accordant Advisory Group Inc. has submitted its latest 13F-HR report, revealing a total value of $159.43 million in holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategy and portfolio adjustments.

The report highlights a diverse range of investments, including significant stakes in well-known companies such as Apple Inc., Amazon.com Inc., and 3M Company. The information contained in this filing is particularly relevant for investors and analysts who track asset management activities and trends within the investment advisory sector.

Background

Accordant Advisory Group Inc. is a Virginia-based company focused on investment advisory services. The firm operates under the Central Index Key (CIK) number 0002013499 and has recently filed several reports with the SEC, including multiple 13F-HR submissions throughout 2026. The company is based in Annapolis, Maryland, and has a fiscal year ending on December 31.

What the Filing Says

The 13F-HR filing, dated October 29, 2026, indicates that Accordant Advisory Group holds a total of 250 different securities, with a total value of $159,430,736. The report is filed under the SEC Act of 1934, and the signature was provided by Tim Monaco, a compliance consultant.

Impact

This filing may affect various stakeholders, including investors looking to understand Accordant's investment strategies and potential shifts in portfolio allocations. The reported holdings could also influence market perceptions regarding the investment advisory industry, particularly in relation to how firms like Accordant manage their assets.

What's Next

The filing does not specify what happens next regarding Accordant Advisory Group's investment strategies or any upcoming filings.