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Disclosery

Access Investment Management LLC: OTEX position timeline

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

Access Investment Management LLC held 200,096 OTEX 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 200,096 shares
    Change vs previous 13F -120,119 shares

    1.13% of the 13F portfolio, value $4,432,127.

    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 320,215 shares
    Change vs previous 13F +120,380 shares

    1.9% of the 13F portfolio, value $7,121,582.

    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 199,835 shares
    Change vs previous 13F 0 shares

    2.01% of the 13F portfolio, value $7,469,833.

    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 199,835 shares
    Change vs previous 13F +590 shares

    2.01% of the 13F portfolio, value $7,469,833.

    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 199,245 shares
    Change vs previous 13F +890 shares

    1.66% of the 13F portfolio, value $5,817,954.

    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 198,355 shares
    Change vs previous 13F +2,785 shares

    1.63% of the 13F portfolio, value $5,617,414.

    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 195,570 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $6,508,570.

    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).