Skip to content
Disclosery

ACCESS FINANCIAL SERVICES, INC.: WSO position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 2,804 WSO 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 2,804 shares
    Change vs previous 13F -39 shares

    0.38% of the 13F portfolio, value $1,168,511.

    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 2,843 shares
    Change vs previous 13F -170 shares

    0.37% of the 13F portfolio, value $1,034,255.

    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 3,013 shares
    Change vs previous 13F -511 shares

    0.37% of the 13F portfolio, value $1,015,230.

    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 3,524 shares
    Change vs previous 13F -36 shares

    0.52% of the 13F portfolio, value $1,424,753.

    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 3,560 shares
    Change vs previous 13F +148 shares

    0.59% of the 13F portfolio, value $1,572,167.

    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 3,412 shares
    Change vs previous 13F +205 shares

    0.7% of the 13F portfolio, value $1,734,320.

    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 3,207 shares
    Change vs previous 13F +14 shares

    0.68% of the 13F portfolio, value $1,519,765.

    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 3,193 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,570,573.

    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).