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Disclosery

Access Investment Management LLC: RJF position timeline

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

Access Investment Management LLC held 29,960 RJF 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 29,960 shares
    Change vs previous 13F +244 shares

    1.17% of the 13F portfolio, value $4,554,819.

    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 29,716 shares
    Change vs previous 13F +55 shares

    1.15% of the 13F portfolio, value $4,302,580.

    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 29,661 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $5,119,489.

    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 29,661 shares
    Change vs previous 13F +320 shares

    1.38% of the 13F portfolio, value $5,119,489.

    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 29,341 shares
    Change vs previous 13F +290 shares

    1.28% of the 13F portfolio, value $4,500,030.

    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 29,051 shares
    Change vs previous 13F +220 shares

    1.31% of the 13F portfolio, value $4,512,492.

    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 28,831 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,530,645.

    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).