Notify me when ACCESS FINANCIAL SERVICES, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 101 | $276,092,535 | +$61,852,488 | -$61,628,023 | +$224,465 | SCHX, SCHO, XONE, AUGW, BILZ | 13F-HR | 20 Oct 2025, 12:37 |
| Q2 2025 | 98 | $264,556,292 | +$38,829,678 | -$33,707,643 | +$5,122,035 | BILZ, SCHX, XONE, DECW, SCHO | 13F-HR | 18 Jul 2025, 16:13 |
| Q1 2025 | 95 | $248,615,771 | +$63,854,364 | -$37,981,357 | +$25,873,007 | SCHX, BILZ, DECW, XONE, LDUR | 13F-HR | 17 Apr 2025, 09:48 |
| Q4 2024 | 104 | $224,505,231 | +$77,381,460 | -$35,186,240 | +$42,195,220 | SCHX, BILZ, LDUR, DECZ, DECW | 13F-HR | 16 Jan 2025, 11:21 |
| Q3 2024 | 100 | $218,002,052 | +$30,057,480 | -$43,258,078 | -$13,200,598 | SCHX, GOVT, SEPZ, LDUR, AUGT | 13F-HR | 31 Oct 2024, 10:44 |
| Q2 2024 | 97 | $219,982,595 | +$33,987,916 | -$37,489,548 | -$3,501,632 | SCHX, APRZ, GOVT, LDUR, FNDX | 13F-HR | 25 Jul 2024, 17:11 |
| Q1 2024 | 94 | $223,695,317 | +$47,929,698 | -$29,247,349 | +$18,682,349 | SCHX, MARZ, GOVT, LDUR, APG | 13F-HR | 22 Apr 2024, 19:47 |
| Q4 2023 | 89 | $194,111,835 | +$25,685,832 | -$12,097,717 | +$13,588,115 | SCHX, GOVT, LDUR, JANZ, FNDX | 13F-HR | 18 Jan 2024, 09:55 |
| Q3 2023 | 83 | $166,992,174 | +$8,217,077 | -$6,748,027 | +$1,469,050 | SCHX, GOVT, LDUR, FNDX, SCHD | 13F-HR | 25 Oct 2023, 21:54 |
| Q2 2023 | 80 | $171,517,149 | +$17,297,899 | -$14,927,937 | +$2,369,962 | SCHX, GOVT, LDUR, FNDX, SCHD | 13F-HR | 07 Aug 2023, 21:42 |
| Q1 2023 | 83 | $164,524,850 | +$6,812,630 | -$11,709,185 | -$4,896,555 | SCHX, GOVT, LDUR, RSP, SCHD | 13F-HR | 21 Apr 2023, 17:55 |
| Q4 2022 | 86 | $163,798,287 | +$7,885,912 | -$8,160,786 | -$274,874 | SCHX, GOVT, LDUR, RSP, SCHD | 13F-HR | 19 Jan 2023, 21:08 |
| Q3 2022 | 87 | $154,436,000 | +$6,639,093 | -$17,313,072 | -$10,673,979 | SCHX, LDUR, GOVT, RSP, SCHD | 13F-HR | 18 Oct 2022, 08:06 |
| Q2 2022 | 99 | $174,764,000 | +$16,335,019 | -$30,633,191 | -$14,298,172 | SCHX, LDUR, GOVT, SRLN, RSP | 13F-HR | 20 Jul 2022, 07:45 |
| Q1 2022 | 109 | $210,329,000 | +$43,334,479 | -$35,144,796 | +$8,189,683 | SCHX, LDUR, GOVT, SRLN, RSP | 13F-HR | 18 Apr 2022, 20:11 |
| Q4 2021 | 114 | $222,475,000 | +$38,933,095 | -$49,537,043 | -$10,603,948 | SCHX, LDUR, GOVT, VCSH, RSP | 13F-HR | 13 Jan 2022, 19:21 |
| Q3 2021 | 109 | $221,659,000 | +$31,664,863 | -$22,973,230 | +$8,691,633 | SCHX, LDUR, IEI, VCSH, RSP | 13F-HR | 28 Oct 2021, 15:40 |
| Q2 2021 | 113 | $214,195,000 | +$33,668,073 | -$39,727,941 | -$6,059,868 | LDUR, SCHX, VCSH, IEI, RSP | 13F-HR | 15 Jul 2021, 07:16 |
| Q1 2021 | 99 | $212,832,000 | +$39,331,353 | -$35,172,474 | +$4,158,879 | LDUR, VCSH, SCHX, JPST, RSP | 13F-HR | 22 Apr 2021, 20:54 |
| Q4 2020 | 91 | $204,353,000 | +$23,044,947 | -$16,189,688 | +$6,855,259 | LDUR, VCSH, SCHX, JPST, MTUM | 13F-HR | 14 Jan 2021, 15:30 |
| Q3 2020 | 74 | $185,145,000 | +$32,654,991 | -$6,731,011 | +$25,923,980 | LDUR, VCSH, SCHX, JPST, MTUM | 13F-HR | 06 Nov 2020, 21:26 |
| Q2 2020 | 72 | $152,363,000 | +$18,423,475 | -$7,393,556 | +$11,029,919 | LDUR, VCSH, SCHX, MTUM, USMV | 13F-HR | 11 Aug 2020, 08:12 |
| Q1 2020 | 62 | $125,499,000 | +$20,740,116 | -$42,277,805 | -$21,537,689 | LDUR, VCSH, SCHX, MTUM, USMV | 13F-HR | 16 Apr 2020, 11:07 |
| Q4 2019 | 75 | $172,622,000 | +$29,697,307 | -$6,430,446 | +$23,266,861 | SCHX, LDUR, MTUM, USMV, DBEF | 13F-HR | 21 Jan 2020, 12:08 |
| Q3 2019 | 70 | $140,459,000 | +$24,396,000 | -$16,918,626 | +$7,477,374 | SCHX, MTUM, USMV, DBEF, VYM | 13F-HR | 01 Nov 2019, 17:17 |
| Q2 2019 | 72 | $131,149,000 | +$9,512,579 | -$8,549,915 | +$962,664 | SCHX, DBEF, VYM, SCHF, SCHA | 13F-HR | 24 Jul 2019, 14:36 |
| Q1 2019 | 69 | $126,899,000 | +$10,082,119 | -$7,537,854 | +$2,544,265 | SCHX, DBEF, VYM, SCHF, SCHA | 13F-HR | 25 Apr 2019, 21:38 |
| Q4 2018 | 65 | $112,372,000 | +$15,376,381 | -$34,730,709 | -$19,354,328 | SCHX, DBEF, SCHF, VOO, SCHA | 13F-HR | 19 Feb 2019, 07:17 |
| Q3 2018 | 62 | $145,693,000 | +$16,187,813 | -$18,038,052 | -$1,850,239 | SCHX, SCHR, DBEF, SCHA, SCHF | 13F-HR | 25 Oct 2018, 18:59 |
| Q2 2018 | 62 | $142,008,000 | +$9,707,574 | -$5,554,803 | +$4,152,771 | SCHR, SCHX, DBEF, SCHF, SCHA | 13F-HR | 20 Jul 2018, 16:52 |
| Q1 2018 | 64 | $135,980,000 | +$34,067,542 | -$39,753,617 | -$5,686,075 | SCHR, SCHX, DBEF, SCHF, SCHA | 13F-HR | 26 Apr 2018, 18:45 |
| Q4 2017 | 65 | $144,981,000 | +$20,360,813 | -$10,785,253 | +$9,575,560 | SCHX, VCSH, SCHP, DBEF, PGF | 13F-HR | 16 Jan 2018, 12:19 |
| Q3 2017 | 72 | $130,742,000 | +$18,285,320 | -$12,950,931 | +$5,334,389 | SCHX, VCSH, TIP, SCHP, PGF | 13F-HR | 02 Nov 2017, 17:19 |
| Q2 2017 | 68 | $122,027,000 | +$16,248,522 | -$14,089,881 | +$2,158,641 | SCHX, SCHZ, TIP, PGF, SCHP | 13F-HR | 17 Jul 2017, 08:17 |
| Q1 2017 | 65 | $118,661,000 | +$20,331,334 | -$14,082,535 | +$6,248,799 | SCHX, SCHZ, PGF, DBEF, SCHF | 13F-HR | 27 Apr 2017, 12:20 |
| Q4 2016 | 64 | $109,914,000 | $0 | $0 | $0 | SCHZ, SCHX, SCHF, TFI, RYE | 13F-HR | 16 Mar 2017, 10:12 |