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Financial Alternatives, Inc: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Alternatives, Inc on AAPL, newest first. How the timeline and the estimate are built.

Financial Alternatives, Inc held 11,739 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,739 shares
    Change vs previous 13F +717 shares

    1.67% of the 13F portfolio, value $3,396,891.

    13F-HR 0001967227-26-000003 filed by Financial Alternatives, Inc
    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 11,022 shares
    Change vs previous 13F -746 shares

    1.51% of the 13F portfolio, value $2,797,397.

    13F-HR 0001967227-26-000002 filed by Financial Alternatives, Inc
    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 11,768 shares
    Change vs previous 13F -2,090 shares

    1.86% of the 13F portfolio, value $3,199,314.

    13F-HR 0001967227-26-000001 filed by Financial Alternatives, Inc
    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 13,858 shares
    Change vs previous 13F +713 shares

    2.14% of the 13F portfolio, value $3,528,674.

    13F-HR 0001967227-25-000005 filed by Financial Alternatives, Inc
    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 13,145 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $2,696,921.

    13F-HR 0001085146-25-004559 filed by Financial Alternatives, Inc
    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 13,145 shares
    Change vs previous 13F -12 shares

    2.08% of the 13F portfolio, value $2,919,801.

    13F-HR 0001085146-25-002567 filed by Financial Alternatives, Inc
    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 13,157 shares
    Change vs previous 13F -206 shares

    2.32% of the 13F portfolio, value $3,294,862.

    13F-HR 0001085146-25-001264 filed by Financial Alternatives, Inc
    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 13,363 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $3,113,602.

    13F-HR 0001085146-24-005795 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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