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Disclosery

ACCESS FINANCIAL SERVICES, INC.: SCHO position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 1,399,521 SCHO 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 1,399,521 shares
    Change vs previous 13F +15,726 shares

    11.08% of the 13F portfolio, value $33,784,432.

    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 1,383,795 shares
    Change vs previous 13F +2,210 shares

    11.91% of the 13F portfolio, value $33,584,696.

    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 1,381,585 shares
    Change vs previous 13F +34,836 shares

    12.26% of the 13F portfolio, value $33,669,221.

    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 1,346,749 shares
    Change vs previous 13F +712,966 shares

    11.9% of the 13F portfolio, value $32,860,682.

    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 633,783 shares
    Change vs previous 13F +610,888 shares

    5.84% of the 13F portfolio, value $15,451,634.

    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 22,895 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $557,264.

    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).