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Alpha Financial Advisors, LLC: NEAR position timeline

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

Alpha Financial Advisors, LLC held 121,315 NEAR 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 121,315 shares
    Change vs previous 13F +5,790 shares

    1.71% of the 13F portfolio, value $6,145,799.

    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 115,525 shares
    Change vs previous 13F +3,751 shares

    1.8% of the 13F portfolio, value $5,872,726.

    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 111,774 shares
    Change vs previous 13F +5,550 shares

    1.75% of the 13F portfolio, value $5,711,662.

    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 106,224 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,447,167.

    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).