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ACCESS FINANCIAL SERVICES, INC.: VIG position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 2,167 VIG 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 2,167 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $512,827.

    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 2,167 shares
    Change vs previous 13F +40 shares

    0.17% of the 13F portfolio, value $466,078.

    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 2,127 shares
    Change vs previous 13F -365 shares

    0.17% of the 13F portfolio, value $467,494.

    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 2,492 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $537,749.

    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 2,492 shares
    Change vs previous 13F +135 shares

    0.19% of the 13F portfolio, value $510,038.

    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 2,357 shares
    Change vs previous 13F -20 shares

    0.18% of the 13F portfolio, value $457,234.

    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 2,377 shares
    Change vs previous 13F +115 shares

    0.21% of the 13F portfolio, value $465,488.

    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 2,262 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $448,012.

    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).