ACCESS FINANCIAL SERVICES, INC.: BIL position timeline

ACCESS FINANCIAL SERVICES, INC. held 3,153 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,153 shares

   Change vs previous 13F +37 shares

   0.09% of the 13F portfolio, value $288,941.

   13F-HR 0001699622-26-000005 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,116 shares

   Change vs previous 13F +3,116 shares

   0.1% of the 13F portfolio, value $285,550.

   13F-HR 0001699622-26-000002 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -3,643 shares

   13F-HR 0001699622-26-000001 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

4. period ended2025-09-30

   13F 3,643 shares

   Change vs previous 13F -1,011 shares

   0.12% of the 13F portfolio, value $334,245.

   13F-HR 0001699622-25-000002 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,654 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $426,911.

   13F-HR 0001085146-25-003978 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).