13F Filings History of Accordant Advisory Group Inc

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$144,905,828
Signature - Title
Timothy Monaco - Compliance Consultant
Location
Annapolis, MD
Summary
This page shows a list of all the recent 13F filings made by Accordant Advisory Group Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Accordant Advisory Group Inc reported 175 stock holdings with total value $144,905,828 as of Q4 2025. Top holdings included FPI, OUNZ, PSLV, PHYS, and COWZ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 175 $144,905,828 +$12,720,174 -$22,208,667 -$9,488,493 FPI, OUNZ, PSLV, PHYS, COWZ 13F-HR 22 Jan 2026, 14:43
Q3 2025 161 $146,984,848 +$10,786,492 -$14,960,310 -$4,173,818 FPI, PHYS, OUNZ, UROY, COWZ 13F-HR 22 Oct 2025, 11:37
Q2 2025 169 $134,249,149 +$46,842,012 -$19,891,272 +$26,950,740 FPI, PHYS, OUNZ, COWZ, PSLV 13F-HR 11 Aug 2025, 19:13
Q1 2025 148 $102,267,581 +$30,993,260 -$34,883,441 -$3,890,181 FPI, COWZ, OUNZ, PHYS, XSHQ Restatement 16 Apr 2025, 11:02
Q4 2024 139 $103,677,216 +$30,455,238 -$49,414,395 -$18,959,157 FPI, TCAF, SYLD, COWZ, OUNZ 13F-HR 22 Jan 2025, 18:26
Q3 2024 144 $125,496,426 +$50,678,088 -$37,496,597 +$13,181,491 BIL, FPI, TCAF, SYLD, COWZ 13F-HR 21 Oct 2024, 20:28
Q2 2024 150 $105,675,949 +$18,530,422 -$46,537,338 -$28,006,916 TCAF, SYLD, COWZ, FPI, VGSH 13F-HR 18 Jul 2024, 18:11
Q1 2024 199 $133,797,443 $0 $0 $0 COWZ, TCAF, PHYS, SYLD, FPI 13F-HR 22 Apr 2024, 12:27