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Disclosery

ACCESS FINANCIAL SERVICES, INC.: KO position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 24,652 KO 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 24,652 shares
    Change vs previous 13F -234 shares

    0.66% of the 13F portfolio, value $2,003,439.

    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 24,886 shares
    Change vs previous 13F -648 shares

    0.67% of the 13F portfolio, value $1,892,616.

    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 25,534 shares
    Change vs previous 13F -2,454 shares

    0.65% of the 13F portfolio, value $1,785,115.

    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 27,988 shares
    Change vs previous 13F -287 shares

    0.67% of the 13F portfolio, value $1,856,173.

    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 28,275 shares
    Change vs previous 13F -179 shares

    0.76% of the 13F portfolio, value $2,000,454.

    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 28,454 shares
    Change vs previous 13F +7,360 shares

    0.82% of the 13F portfolio, value $2,037,861.

    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 21,094 shares
    Change vs previous 13F -58 shares

    0.58% of the 13F portfolio, value $1,313,300.

    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 21,152 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,520,017.

    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).