Access Investment Management LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
390,621
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/3/2026 144 390,621 13F-HR Access Investment Management LLC
Q1 2026 5/21/2026 157 375,590 13F-HR Access Investment Management LLC
Q4 2025 2/2/2026 167 372,152 13F-HR Access Investment Management LLC
Q3 2025 11/4/2025 167 372,152 13F-HR Access Investment Management LLC
Q2 2025 8/5/2025 175 351,207 13F-HR Access Investment Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 364.2 K 93.2% 11.49 K 0 11.49 K
ETFs 26.39 K 6.8% 3.536 K 0 3.536 K
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
390,621
Holdings
144
QoQ value change ($000)
15,031 (4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.