Skip to content
Disclosery

Financial Alternatives, Inc: DFAU position timeline

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

Financial Alternatives, Inc held 68,638 DFAU 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 68,638 shares
    Change vs previous 13F -82 shares

    1.75% of the 13F portfolio, value $3,547,899.

    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 68,720 shares
    Change vs previous 13F -65 shares

    1.67% of the 13F portfolio, value $3,100,647.

    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 68,785 shares
    Change vs previous 13F -1,902 shares

    1.87% of the 13F portfolio, value $3,219,138.

    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 70,687 shares
    Change vs previous 13F 0 shares

    1.96% of the 13F portfolio, value $3,234,638.

    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 70,687 shares
    Change vs previous 13F +20,865 shares

    1.95% of the 13F portfolio, value $2,994,302.

    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 49,822 shares
    Change vs previous 13F -1,712 shares

    1.37% of the 13F portfolio, value $1,915,158.

    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 51,534 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $2,086,612.

    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 51,534 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,045,385.

    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).