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Access Investment Management LLC: WTFC position timeline

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

Access Investment Management LLC held 18,402 WTFC 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 18,402 shares
    Change vs previous 13F +127 shares

    0.76% of the 13F portfolio, value $2,957,570.

    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 18,275 shares
    Change vs previous 13F +40 shares

    0.68% of the 13F portfolio, value $2,539,129.

    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 18,235 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,415,044.

    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 18,235 shares
    Change vs previous 13F +185 shares

    0.65% of the 13F portfolio, value $2,415,044.

    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 18,050 shares
    Change vs previous 13F +195 shares

    0.64% of the 13F portfolio, value $2,237,839.

    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 17,855 shares
    Change vs previous 13F +130 shares

    0.65% of the 13F portfolio, value $2,226,698.

    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 17,725 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,923,695.

    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).