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Disclosery

Access Investment Management LLC: CUBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Access Investment Management LLC on CUBI, newest first. How the timeline and the estimate are built.

Access Investment Management LLC held 140,549 CUBI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,549 shares
    Change vs previous 13F +609 shares

    2.85% of the 13F portfolio, value $11,117,426.

    13F-HR 0002010477-26-000003 filed by Access Investment Management LLC
    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 139,940 shares
    Change vs previous 13F +7,525 shares

    2.59% of the 13F portfolio, value $9,713,236.

    13F-HR 0002010477-26-000002 filed by Access Investment Management LLC
    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 132,415 shares
    Change vs previous 13F 0 shares

    2.33% of the 13F portfolio, value $8,655,969.

    13F-HR 0002010477-26-000001 filed by Access Investment Management LLC
    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 132,415 shares
    Change vs previous 13F +18,000 shares

    2.33% of the 13F portfolio, value $8,655,969.

    13F-HR 0002010477-25-000008 filed by Access Investment Management LLC
    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 114,415 shares
    Change vs previous 13F +20,210 shares

    1.91% of the 13F portfolio, value $6,720,738.

    13F-HR 0002010477-25-000006 filed by Access Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 94,205 shares
    Change vs previous 13F +95 shares

    1.33% of the 13F portfolio, value $4,585,900.

    13F-HR 0002010477-25-000001 filed by Access Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 94,110 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,371,410.

    13F-HR 0002010477-24-000004 filed by Access Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).