ACCESS FINANCIAL SERVICES, INC.: SCHA position timeline

ACCESS FINANCIAL SERVICES, INC. held 7,330 SCHA 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 7,330 shares

   Change vs previous 13F +7,330 shares

   0.09% of the 13F portfolio, value $264,833.

   13F-HR 0001699622-26-000005 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,936 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.

3. period ended2025-06-30

   13F 10,936 shares

   Change vs previous 13F -258 shares

   0.1% of the 13F portfolio, value $276,679.

   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).

4. period ended2025-03-31

   13F 11,194 shares

   Change vs previous 13F +1 shares

   0.11% of the 13F portfolio, value $262,267.

   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).

5. period ended2024-12-31

   13F 11,193 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $289,462.

   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).