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Financial Alternatives, Inc: DFAE position timeline

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

Financial Alternatives, Inc held 317,955 DFAE 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 317,955 shares
    Change vs previous 13F -1,199 shares

    6.3% of the 13F portfolio, value $12,784,962.

    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 319,154 shares
    Change vs previous 13F +71,922 shares

    5.83% of the 13F portfolio, value $10,806,563.

    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 247,232 shares
    Change vs previous 13F +7,157 shares

    4.68% of the 13F portfolio, value $8,052,359.

    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 240,075 shares
    Change vs previous 13F +1,152 shares

    4.58% of the 13F portfolio, value $7,569,550.

    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 238,923 shares
    Change vs previous 13F +8,758 shares

    4.5% of the 13F portfolio, value $6,916,807.

    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 230,165 shares
    Change vs previous 13F -8,676 shares

    4.25% of the 13F portfolio, value $5,958,960.

    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 238,841 shares
    Change vs previous 13F +5,275 shares

    4.27% of the 13F portfolio, value $6,059,384.

    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 233,566 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $6,402,031.

    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).