13F Filings History of Access Investment Management LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$363,718,525
Signature - Title
Carol Smith - Director of Operations
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Access Investment Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Access Investment Management LLC reported 167 stock holdings with total value $363,718,525 as of Q4 2025. Top holdings included URI, JBL, APO, SF, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 167 $363,718,525 $0 $0 $0 URI, JBL, APO, SF, JPM 13F-HR 02 Feb 2026, 13:47
Q3 2025 167 $372,151,934 +$17,637,417 -$15,453,818 +$2,183,599 URI, JBL, APO, SF, JPM 13F-HR 04 Nov 2025, 11:21
Q2 2025 175 $351,206,796 +$29,573,918 -$30,672,908 -$1,098,990 JBL, URI, APO, SF, JPM 13F-HR 05 Aug 2025, 12:32
Q4 2024 99 $345,070,660 +$17,143,216 -$11,262,816 +$5,880,400 APO, URI, JBL, SW, SF 13F-HR 04 Feb 2025, 07:44
Q3 2024 104 $328,381,006 +$38,166,111 -$40,408,945 -$2,242,834 URI, APO, JBL, SW, DFIN 13F-HR 04 Nov 2024, 16:07
Q2 2024 103 $307,790,374 +$26,677,065 -$6,894,836 +$19,782,229 URI, APO, WRK, JBL, CUBI 13F-HR 26 Jul 2024, 11:50
Q1 2024 98 $302,816,565 +$20,588,382 -$8,236,186 +$12,352,196 URI, JBL, WRK, APO, CUBI 13F-HR 01 May 2024, 13:28
Q4 2023 88 $268,146,718 $0 $0 $0 URI, JBL, CUBI, WRK, DFIN 13F-HR 07 Feb 2024, 11:20