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ACCESS FINANCIAL SERVICES, INC.: FNDE position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 171,753 FNDE 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 171,753 shares
    Change vs previous 13F +540 shares

    2.23% of the 13F portfolio, value $6,815,159.

    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 171,213 shares
    Change vs previous 13F +9,879 shares

    2.32% of the 13F portfolio, value $6,550,609.

    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 161,334 shares
    Change vs previous 13F +12,746 shares

    2.12% of the 13F portfolio, value $5,817,704.

    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 148,588 shares
    Change vs previous 13F -3,332 shares

    1.95% of the 13F portfolio, value $5,372,942.

    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 151,920 shares
    Change vs previous 13F -1,617 shares

    1.9% of the 13F portfolio, value $5,014,879.

    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 153,537 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,728,940.

    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).