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Disclosery

ACCESS FINANCIAL SERVICES, INC.: IJUL position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 47,405 IJUL 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 47,405 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,705,158.

    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 47,405 shares
    Change vs previous 13F -92,425 shares

    0.57% of the 13F portfolio, value $1,599,923.

    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 139,830 shares
    Change vs previous 13F -302,495 shares

    1.71% of the 13F portfolio, value $4,685,410.

    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 442,325 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $14,457,747.

    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).