Skip to content
Disclosery

Financial Alternatives, Inc: DFAX position timeline

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

Financial Alternatives, Inc held 17,648 DFAX 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 17,648 shares
    Change vs previous 13F -894 shares

    0.32% of the 13F portfolio, value $650,168.

    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 18,542 shares
    Change vs previous 13F -1,541 shares

    0.34% of the 13F portfolio, value $629,879.

    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 20,083 shares
    Change vs previous 13F -1,775 shares

    0.38% of the 13F portfolio, value $657,309.

    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 21,858 shares
    Change vs previous 13F +1,915 shares

    0.42% of the 13F portfolio, value $685,893.

    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 19,943 shares
    Change vs previous 13F -2,039 shares

    0.38% of the 13F portfolio, value $585,715.

    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 21,982 shares
    Change vs previous 13F +1,400 shares

    0.41% of the 13F portfolio, value $575,928.

    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 20,582 shares
    Change vs previous 13F +1,135 shares

    0.36% of the 13F portfolio, value $511,669.

    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 19,447 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $525,264.

    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).