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ACCESS FINANCIAL SERVICES, INC.: XLK position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 7,080 XLK 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 7,080 shares
    Change vs previous 13F -141 shares

    0.44% of the 13F portfolio, value $1,348,882.

    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 7,221 shares
    Change vs previous 13F -9,301 shares

    0.34% of the 13F portfolio, value $959,671.

    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 16,522 shares
    Change vs previous 13F +6,993 shares

    0.87% of the 13F portfolio, value $2,378,672.

    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 9,529 shares
    Change vs previous 13F -65 shares

    0.97% of the 13F portfolio, value $2,685,844.

    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 9,594 shares
    Change vs previous 13F -352 shares

    0.92% of the 13F portfolio, value $2,429,489.

    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 9,946 shares
    Change vs previous 13F -860 shares

    0.83% of the 13F portfolio, value $2,053,650.

    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 10,806 shares
    Change vs previous 13F -271 shares

    1.12% of the 13F portfolio, value $2,512,611.

    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 11,077 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,500,744.

    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).