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Financial Alternatives, Inc: DFAI position timeline

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

Financial Alternatives, Inc held 836,269 DFAI 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 836,269 shares
    Change vs previous 13F +6,346 shares

    17% of the 13F portfolio, value $34,496,080.

    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 829,923 shares
    Change vs previous 13F +331,754 shares

    17.43% of the 13F portfolio, value $32,333,794.

    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 498,169 shares
    Change vs previous 13F +21,058 shares

    11.04% of the 13F portfolio, value $18,985,220.

    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 477,111 shares
    Change vs previous 13F +5,882 shares

    10.5% of the 13F portfolio, value $17,342,983.

    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 471,229 shares
    Change vs previous 13F +12,898 shares

    10.6% of the 13F portfolio, value $16,290,389.

    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 458,331 shares
    Change vs previous 13F +15,723 shares

    10.2% of the 13F portfolio, value $14,313,681.

    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 442,608 shares
    Change vs previous 13F +30,319 shares

    9.11% of the 13F portfolio, value $12,924,150.

    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 412,289 shares
    Change vs previous 13F not available

    9.22% of the 13F portfolio, value $13,102,549.

    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).