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ACCESS FINANCIAL SERVICES, INC.: XLV position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 4,269 XLV 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 4,269 shares
    Change vs previous 13F -32 shares

    0.22% of the 13F portfolio, value $677,278.

    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 4,301 shares
    Change vs previous 13F -555 shares

    0.22% of the 13F portfolio, value $630,638.

    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 4,856 shares
    Change vs previous 13F -9,096 shares

    0.27% of the 13F portfolio, value $751,741.

    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 13,952 shares
    Change vs previous 13F -311 shares

    0.7% of the 13F portfolio, value $1,941,692.

    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 14,263 shares
    Change vs previous 13F -525 shares

    0.73% of the 13F portfolio, value $1,922,463.

    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 14,788 shares
    Change vs previous 13F -497 shares

    0.87% of the 13F portfolio, value $2,159,249.

    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 15,285 shares
    Change vs previous 13F -639 shares

    0.94% of the 13F portfolio, value $2,102,757.

    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 15,924 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,452,550.

    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).