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Disclosery

Access Investment Management LLC: SBH position timeline

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

Access Investment Management LLC held 566,724 SBH 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 566,724 shares
    Change vs previous 13F +2,869 shares

    2.05% of the 13F portfolio, value $8,013,478.

    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 563,855 shares
    Change vs previous 13F -200 shares

    2.08% of the 13F portfolio, value $7,809,392.

    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 564,055 shares
    Change vs previous 13F 0 shares

    2.47% of the 13F portfolio, value $9,182,816.

    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 564,055 shares
    Change vs previous 13F +1,750 shares

    2.47% of the 13F portfolio, value $9,182,816.

    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 562,305 shares
    Change vs previous 13F +258,460 shares

    1.48% of the 13F portfolio, value $5,206,945.

    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 303,845 shares
    Change vs previous 13F +53,670 shares

    0.92% of the 13F portfolio, value $3,175,181.

    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 250,175 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,394,875.

    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).