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ACCESS FINANCIAL SERVICES, INC.: SGOV position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 16,259 SGOV 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 16,259 shares
    Change vs previous 13F +3,197 shares

    0.54% of the 13F portfolio, value $1,636,799.

    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 13,062 shares
    Change vs previous 13F -6,094 shares

    0.47% of the 13F portfolio, value $1,314,852.

    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 19,156 shares
    Change vs previous 13F +4,056 shares

    0.7% of the 13F portfolio, value $1,922,928.

    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 15,100 shares
    Change vs previous 13F +9,817 shares

    0.55% of the 13F portfolio, value $1,520,584.

    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 5,283 shares
    Change vs previous 13F +1,012 shares

    0.2% of the 13F portfolio, value $531,934.

    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 4,271 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $429,943.

    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).