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ALLIUM FINANCIAL ADVISORS, LLC: ET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLIUM FINANCIAL ADVISORS, LLC on ET, newest first. How the timeline and the estimate are built.

ALLIUM FINANCIAL ADVISORS, LLC held 12,084 ET shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,084 shares
    Change vs previous 13F +151 shares

    0.15% of the 13F portfolio, value $231,046.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL ADVISORS, 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 11,933 shares
    Change vs previous 13F +156 shares

    0.18% of the 13F portfolio, value $230,315.

    13F-HR 0001420506-26-000827 filed by ALLIUM FINANCIAL ADVISORS, 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 11,777 shares
    Change vs previous 13F +171 shares

    0.15% of the 13F portfolio, value $194,211.

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,606 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $199,159.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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