ACCREDITED INVESTOR SERVICES, LLC: ADX position timeline

ACCREDITED INVESTOR SERVICES, LLC held 0 ADX shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -9,478 shares

   13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR SERVICES, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 9,478 shares

   Change vs previous 13F -4,570 shares

   0.15% of the 13F portfolio, value $221,030.

   13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR SERVICES, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 14,048 shares

   Change vs previous 13F -1,709 shares

   0.22% of the 13F portfolio, value $313,270.

   13F-HR 0002028621-25-000002 filed by ACCREDITED INVESTOR SERVICES, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 15,757 shares

   Change vs previous 13F +593 shares

   0.26% of the 13F portfolio, value $342,084.

   13F-HR 0001085146-25-004156 filed by ACCREDITED INVESTOR SERVICES, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 15,164 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $287,964.

   13F-HR 0001085146-25-002536 filed by ACCREDITED INVESTOR SERVICES, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).