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ACCESS FINANCIAL SERVICES, INC.: RFI position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 25,080 RFI 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 25,080 shares
    Change vs previous 13F -4,820 shares

    0.09% of the 13F portfolio, value $283,906.

    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 29,900 shares
    Change vs previous 13F -10,077 shares

    0.12% of the 13F portfolio, value $333,086.

    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 39,977 shares
    Change vs previous 13F -4,925 shares

    0.16% of the 13F portfolio, value $441,745.

    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 44,902 shares
    Change vs previous 13F -31,215 shares

    0.2% of the 13F portfolio, value $543,314.

    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 76,117 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $917,971.

    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 76,117 shares
    Change vs previous 13F +2,775 shares

    0.37% of the 13F portfolio, value $920,254.

    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 73,342 shares
    Change vs previous 13F -7,650 shares

    0.38% of the 13F portfolio, value $849,300.

    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 80,992 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,060,185.

    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).