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Disclosery

ACCESS FINANCIAL SERVICES, INC.: BILZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACCESS FINANCIAL SERVICES, INC. on BILZ, newest first. How the timeline and the estimate are built.

ACCESS FINANCIAL SERVICES, INC. held 215,191 BILZ 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 215,191 shares
    Change vs previous 13F -19,200 shares

    7.12% of the 13F portfolio, value $21,719,185.

    13F-HR 0001699622-26-000005 filed by ACCESS FINANCIAL SERVICES, 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 234,391 shares
    Change vs previous 13F +88,449 shares

    8.39% of the 13F portfolio, value $23,666,501.

    13F-HR 0001699622-26-000002 filed by ACCESS FINANCIAL SERVICES, 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 145,942 shares
    Change vs previous 13F -7,286 shares

    5.35% of the 13F portfolio, value $14,705,813.

    13F-HR 0001699622-26-000001 filed by ACCESS FINANCIAL SERVICES, 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 153,228 shares
    Change vs previous 13F -225,282 shares

    5.62% of the 13F portfolio, value $15,505,096.

    13F-HR 0001699622-25-000002 filed by ACCESS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 378,510 shares
    Change vs previous 13F +78,908 shares

    14.48% of the 13F portfolio, value $38,305,205.

    13F-HR 0001085146-25-003978 filed by ACCESS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 299,602 shares
    Change vs previous 13F +164,584 shares

    12.2% of the 13F portfolio, value $30,319,722.

    13F-HR 0001085146-25-002146 filed by ACCESS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 135,018 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $13,612,515.

    13F-HR 0001085146-25-000271 filed by ACCESS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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