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Financial Alternatives, Inc: DFIC position timeline

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

Financial Alternatives, Inc held 64,369 DFIC 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 64,369 shares
    Change vs previous 13F -48 shares

    1.18% of the 13F portfolio, value $2,398,389.

    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 64,417 shares
    Change vs previous 13F -141 shares

    1.23% of the 13F portfolio, value $2,288,737.

    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 64,558 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,224,669.

    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 64,558 shares
    Change vs previous 13F -1,330 shares

    1.28% of the 13F portfolio, value $2,116,857.

    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 65,888 shares
    Change vs previous 13F -400 shares

    1.33% of the 13F portfolio, value $2,048,458.

    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 66,288 shares
    Change vs previous 13F -858 shares

    1.31% of the 13F portfolio, value $1,840,818.

    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 67,146 shares
    Change vs previous 13F -29 shares

    1.22% of the 13F portfolio, value $1,735,389.

    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 67,175 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,890,305.

    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).