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ACCESS FINANCIAL SERVICES, INC.: FNDF position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 215,023 FNDF 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 215,023 shares
    Change vs previous 13F -1,225 shares

    3.72% of the 13F portfolio, value $11,344,613.

    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 216,248 shares
    Change vs previous 13F +112,476 shares

    3.75% of the 13F portfolio, value $10,581,015.

    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 103,772 shares
    Change vs previous 13F +1,055 shares

    1.71% of the 13F portfolio, value $4,691,532.

    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 102,717 shares
    Change vs previous 13F -3,225 shares

    1.6% of the 13F portfolio, value $4,412,722.

    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 105,942 shares
    Change vs previous 13F -4,089 shares

    1.6% of the 13F portfolio, value $4,239,799.

    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 110,031 shares
    Change vs previous 13F +13,256 shares

    1.6% of the 13F portfolio, value $3,976,520.

    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 96,775 shares
    Change vs previous 13F +2,774 shares

    1.43% of the 13F portfolio, value $3,213,898.

    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 94,001 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,512,817.

    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).