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ACCREDITED INVESTOR SERVICES, LLC: BTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACCREDITED INVESTOR SERVICES, LLC on BTX, newest first. How the timeline and the estimate are built.

ACCREDITED INVESTOR SERVICES, LLC held 30,428 BTX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,428 shares
    Change vs previous 13F -2,353 shares

    0.16% of the 13F portfolio, value $274,765.

    13F-HR 0002028621-26-000004 filed by ACCREDITED INVESTOR SERVICES, 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 32,781 shares
    Change vs previous 13F +13,082 shares

    0.14% of the 13F portfolio, value $216,355.

    13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR SERVICES, 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 19,699 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $129,816.

    13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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