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ACCESS FINANCIAL SERVICES, INC.: VYM position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 5,509 VYM 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 5,509 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $870,587.

    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 5,509 shares
    Change vs previous 13F -52 shares

    0.29% of the 13F portfolio, value $815,883.

    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 5,561 shares
    Change vs previous 13F -2,152 shares

    0.29% of the 13F portfolio, value $798,115.

    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 7,713 shares
    Change vs previous 13F -4,049 shares

    0.39% of the 13F portfolio, value $1,087,147.

    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 11,762 shares
    Change vs previous 13F -145 shares

    0.59% of the 13F portfolio, value $1,567,992.

    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 11,907 shares
    Change vs previous 13F +460 shares

    0.62% of the 13F portfolio, value $1,535,527.

    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 11,447 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,460,523.

    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 11,447 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,467,505.

    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).