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Access Investment Management LLC: WLY position timeline

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

Access Investment Management LLC held 365,994 WLY 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 365,994 shares
    Change vs previous 13F -526 shares

    4.55% of the 13F portfolio, value $17,754,369.

    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 366,520 shares
    Change vs previous 13F +210,580 shares

    3.72% of the 13F portfolio, value $13,964,412.

    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 155,940 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $6,310,892.

    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 155,940 shares
    Change vs previous 13F +66,660 shares

    1.7% of the 13F portfolio, value $6,310,892.

    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 89,280 shares
    Change vs previous 13F +21,955 shares

    1.13% of the 13F portfolio, value $3,984,567.

    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 67,325 shares
    Change vs previous 13F +455 shares

    0.85% of the 13F portfolio, value $2,942,776.

    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 66,870 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,226,478.

    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).