Skip to content
Disclosery

ACCESS FINANCIAL SERVICES, INC.: SCHX position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 1,407,284 SCHX 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 1,407,284 shares
    Change vs previous 13F -19,483 shares

    13.58% of the 13F portfolio, value $41,416,371.

    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 1,426,767 shares
    Change vs previous 13F -91,967 shares

    12.97% of the 13F portfolio, value $36,582,309.

    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 1,518,734 shares
    Change vs previous 13F +110,238 shares

    14.88% of the 13F portfolio, value $40,869,132.

    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 1,408,496 shares
    Change vs previous 13F -134,668 shares

    13.44% of the 13F portfolio, value $37,099,781.

    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 1,543,164 shares
    Change vs previous 13F -45,130 shares

    14.26% of the 13F portfolio, value $37,714,924.

    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 1,588,294 shares
    Change vs previous 13F +64,459 shares

    14.11% of the 13F portfolio, value $35,069,525.

    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 1,523,835 shares
    Change vs previous 13F +1,001,948 shares

    15.73% of the 13F portfolio, value $35,322,485.

    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 521,887 shares
    Change vs previous 13F not available

    16.24% of the 13F portfolio, value $35,410,054.

    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).