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ACCESS FINANCIAL SERVICES, INC.: CBOE position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 6,484 CBOE 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 6,484 shares
    Change vs previous 13F +301 shares

    0.52% of the 13F portfolio, value $1,573,472.

    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 6,183 shares
    Change vs previous 13F -316 shares

    0.62% of the 13F portfolio, value $1,737,856.

    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 6,499 shares
    Change vs previous 13F -1,212 shares

    0.59% of the 13F portfolio, value $1,631,249.

    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 7,711 shares
    Change vs previous 13F -71 shares

    0.68% of the 13F portfolio, value $1,891,123.

    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 7,782 shares
    Change vs previous 13F +62 shares

    0.69% of the 13F portfolio, value $1,814,840.

    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 7,720 shares
    Change vs previous 13F -59 shares

    0.7% of the 13F portfolio, value $1,746,959.

    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 7,779 shares
    Change vs previous 13F +254 shares

    0.68% of the 13F portfolio, value $1,520,017.

    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 7,525 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,541,647.

    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).