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Disclosery

Financial Alternatives, Inc: DIA position timeline

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

Financial Alternatives, Inc held 2,407 DIA 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 2,407 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,257,393.

    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 2,407 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,114,899.

    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 2,407 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,156,732.

    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 2,407 shares
    Change vs previous 13F +12 shares

    0.68% of the 13F portfolio, value $1,116,223.

    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 2,395 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,055,357.

    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 2,395 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,005,613.

    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 2,395 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,019,073.

    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 2,395 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,013,373.

    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).