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Disclosery

Access Investment Management LLC: IDV position timeline

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

Access Investment Management LLC held 126,513 IDV 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 126,513 shares
    Change vs previous 13F +19,623 shares

    1.34% of the 13F portfolio, value $5,241,434.

    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 106,890 shares
    Change vs previous 13F +1,335 shares

    1.21% of the 13F portfolio, value $4,549,239.

    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 105,555 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $3,858,036.

    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 105,555 shares
    Change vs previous 13F +8,525 shares

    1.04% of the 13F portfolio, value $3,858,036.

    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 97,030 shares
    Change vs previous 13F +21,250 shares

    0.95% of the 13F portfolio, value $3,348,506.

    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 75,780 shares
    Change vs previous 13F +22,150 shares

    0.6% of the 13F portfolio, value $2,074,857.

    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 53,630 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,621,235.

    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).