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ACCESS FINANCIAL SERVICES, INC.: BKR position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 27,451 BKR 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 27,451 shares
    Change vs previous 13F -110 shares

    0.5% of the 13F portfolio, value $1,523,531.

    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 27,561 shares
    Change vs previous 13F -505 shares

    0.6% of the 13F portfolio, value $1,682,599.

    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 28,066 shares
    Change vs previous 13F -3,287 shares

    0.47% of the 13F portfolio, value $1,278,126.

    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 31,353 shares
    Change vs previous 13F -8,179 shares

    0.55% of the 13F portfolio, value $1,527,518.

    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 39,532 shares
    Change vs previous 13F +3,019 shares

    0.57% of the 13F portfolio, value $1,515,657.

    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 36,513 shares
    Change vs previous 13F -10,356 shares

    0.65% of the 13F portfolio, value $1,604,746.

    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 46,869 shares
    Change vs previous 13F -36 shares

    0.86% of the 13F portfolio, value $1,922,566.

    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).

  8. period ended2024-09-30
    13F 46,905 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,695,616.

    13F-HR 0001085146-24-005247 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).