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Disclosery

Alpha Financial Advisors, LLC: FIXD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Financial Advisors, LLC on FIXD, newest first. How the timeline and the estimate are built.

Alpha Financial Advisors, LLC held 5,444 FIXD 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 5,444 shares
    Change vs previous 13F -375,461 shares

    0.07% of the 13F portfolio, value $237,399.

    13F-HR 0001972138-26-000003 filed by Alpha 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 380,905 shares
    Change vs previous 13F -3,816 shares

    5.09% of the 13F portfolio, value $16,603,647.

    13F-HR 0001972138-26-000002 filed by Alpha 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 384,721 shares
    Change vs previous 13F +31,524 shares

    5.21% of the 13F portfolio, value $17,050,813.

    13F-HR 0001972138-26-000001 filed by Alpha 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 353,197 shares
    Change vs previous 13F +12,955 shares

    5.52% of the 13F portfolio, value $15,688,995.

    13F-HR 0001972138-25-000008 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 340,242 shares
    Change vs previous 13F +466 shares

    5.77% of the 13F portfolio, value $14,933,227.

    13F-HR 0001972138-25-000004 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 339,776 shares
    Change vs previous 13F -41,854 shares

    6.62% of the 13F portfolio, value $14,895,768.

    13F-HR 0001972138-25-000003 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 381,630 shares
    Change vs previous 13F -16,875 shares

    7.42% of the 13F portfolio, value $16,398,628.

    13F-HR 0001972138-25-000001 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 398,505 shares
    Change vs previous 13F not available

    7.98% of the 13F portfolio, value $18,028,377.

    13F-HR 0001972138-24-000010 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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