Skip to content
Disclosery

ACCESS FINANCIAL SERVICES, INC.: PPA position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 5,570 PPA 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 5,570 shares
    Change vs previous 13F -98 shares

    0.32% of the 13F portfolio, value $983,941.

    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 5,668 shares
    Change vs previous 13F +30 shares

    0.33% of the 13F portfolio, value $939,188.

    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 5,638 shares
    Change vs previous 13F -2 shares

    0.32% of the 13F portfolio, value $883,080.

    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 5,640 shares
    Change vs previous 13F -17 shares

    0.32% of the 13F portfolio, value $876,738.

    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 5,657 shares
    Change vs previous 13F -164 shares

    0.3% of the 13F portfolio, value $801,540.

    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 5,821 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $678,438.

    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).