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Disclosery

ACCESS FINANCIAL SERVICES, INC.: XONE position timeline

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

ACCESS FINANCIAL SERVICES, INC. held 489,580 XONE 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 489,580 shares
    Change vs previous 13F +18,625 shares

    7.92% of the 13F portfolio, value $24,170,542.

    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 470,955 shares
    Change vs previous 13F +39,171 shares

    8.27% of the 13F portfolio, value $23,321,695.

    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 431,784 shares
    Change vs previous 13F +9,983 shares

    7.79% of the 13F portfolio, value $21,388,446.

    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 421,801 shares
    Change vs previous 13F -32,893 shares

    7.59% of the 13F portfolio, value $20,946,648.

    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 454,694 shares
    Change vs previous 13F +95,384 shares

    8.53% of the 13F portfolio, value $22,566,465.

    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 359,310 shares
    Change vs previous 13F +199,846 shares

    7.19% of the 13F portfolio, value $17,864,891.

    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 159,464 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $7,899,847.

    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).