ACCESS FINANCIAL SERVICES, INC.: IEF position timeline

ACCESS FINANCIAL SERVICES, INC. held 0 IEF shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -8,548 shares

   13F-HR 0001699622-25-000002 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 8,548 shares

   Change vs previous 13F +2,985 shares

   0.31% of the 13F portfolio, value $818,642.

   13F-HR 0001085146-25-003978 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 5,563 shares

   Change vs previous 13F -1,948 shares

   0.21% of the 13F portfolio, value $530,543.

   13F-HR 0001085146-25-002146 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 7,511 shares

   Change vs previous 13F -17,012 shares

   0.31% of the 13F portfolio, value $694,392.

   13F-HR 0001085146-25-000271 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 24,523 shares

   Change vs previous 13F not available

   1.1% of the 13F portfolio, value $2,406,197.

   13F-HR 0001085146-24-005247 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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