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Disclosery

Financial Alternatives, Inc: DFEM position timeline

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

Financial Alternatives, Inc held 54,329 DFEM 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 54,329 shares
    Change vs previous 13F -371 shares

    1.09% of the 13F portfolio, value $2,207,931.

    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 54,700 shares
    Change vs previous 13F -1,827 shares

    1.02% of the 13F portfolio, value $1,889,885.

    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 56,527 shares
    Change vs previous 13F -408 shares

    1.09% of the 13F portfolio, value $1,869,914.

    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 56,935 shares
    Change vs previous 13F -324 shares

    1.11% of the 13F portfolio, value $1,825,906.

    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 57,259 shares
    Change vs previous 13F -505 shares

    1.11% of the 13F portfolio, value $1,699,448.

    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 57,764 shares
    Change vs previous 13F -51 shares

    1.09% of the 13F portfolio, value $1,528,436.

    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 57,815 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $1,514,175.

    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 57,815 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,627,493.

    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).